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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Marshall Wace's APO Position: Q1 2026 in Review

Marshall Wace increased its Apollo Global Management (APO) stake by 4,667% in Q1 2026, buying an estimated $26.8M and bringing the position to 220,883 shares worth $24.6M. The position accounts for 0.02% of the portfolio, ranked #625.

Marshall Wace first reported a position in APO in Q1 2014 and has held it in 25 quarters since. The position peaked at $216M in Q4 2023. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Marshall Wace held 220,883 shares of Apollo Global Management worth $24.6M as of Q1 2026.
  • Marshall Wace bought 216,249 Apollo Global Management shares in Q1 2026, an estimated $26.8M.
  • Apollo Global Management made up 0.02% of Marshall Wace's portfolio in Q1 2026, its #625 holding.
  • Marshall Wace first reported a position in Apollo Global Management in Q1 2014 and has held it in 25 quarters since.
  • Marshall Wace's Apollo Global Management position peaked at $216M in Q4 2023.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.