Marshall Wace
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Marshall Wace’s Apollo Global Management APO Stock Holding History

Marshall Wace’s Portfolio APO Stock Details APO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-296,000
Closed -$48.9M – 2608
2024
Q4 		$48.9M Buy
+296,000
New +$46.9M 0.06% 297

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Marshall Wace's APO Position: Q2 2026 in Review

Marshall Wace increased its Apollo Global Management (APO) stake by 460% in Q2 2026, buying an estimated $128M and bringing the position to 1,236,909 shares worth $146M. The position accounts for 0.12% of the portfolio, ranked #136.

Marshall Wace first reported a position in APO in Q1 2014 and has held it in 26 quarters since. The position peaked at $216M in Q4 2023. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Marshall Wace held 1,236,909 shares of Apollo Global Management worth $146M as of Q2 2026.
  • Marshall Wace bought 1,016,026 Apollo Global Management shares in Q2 2026, an estimated $128M.
  • Apollo Global Management made up 0.12% of Marshall Wace's portfolio in Q2 2026, its #136 holding.
  • Marshall Wace first reported a position in Apollo Global Management in Q1 2014 and has held it in 26 quarters since.
  • Marshall Wace's Apollo Global Management position peaked at $216M in Q4 2023.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.