Matthew Hamilton Rosenberg’s Apollo Global Management APO Stock Holding History

Matthew Hamilton Rosenberg’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
2026 Q3	$24.4K	Hold	210	–	–	﹤0.01%	536
2026 Q2	$24.8K	Hold	210	–	–	﹤0.01%	535
2026 Q1	$23.4K	Hold	210	–	–	﹤0.01%	527
2025 Q4	$30.4K	Hold	210	–	–	0.01%	487
2025 Q3	$28K	Hold	210	–	–	0.01%	492
2025 Q2	$29.8K	Buy	210 +207	+6,900%	+$27.4K	0.01%	509
2025 Q1	$411	Buy	+3	New	+$461	﹤0.01%	802
2024 Q4	–	Sell	-3	Closed	-$375	–	801
2024 Q3	$375	Hold	3	–	–	﹤0.01%	805
2024 Q2	$356	Hold	3	–	–	﹤0.01%	774
2024 Q1	$337	Hold	3	–	–	﹤0.01%	817
2023 Q4	$280	Hold	3	–	–	﹤0.01%	848
2023 Q3	$269	Hold	3	–	–	﹤0.01%	847
2023 Q2	$230	Hold	3	–	–	﹤0.01%	877
2023 Q1	$189	Hold	3	–	–	﹤0.01%	913
2022 Q4	$191	Buy	+3	New	+$178	﹤0.01%	907

Other funds holding APO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

National Philanthropic Trust Jenkintown, Pennsylvania $7.05B AUM 11.49% 1-Year Est. Return

Matthew Hamilton Rosenberg's APO Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Apollo Global Management (APO) position steady in Q3 2026 at 210 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Matthew Hamilton Rosenberg first reported a position in APO in Q4 2022 and has held it in 15 quarters since. The position peaked at $30.4K in Q4 2025. 949 funds tracked by Wall St. Rank hold APO as of Q3 2026.

Matthew Hamilton Rosenberg held 210 shares of Apollo Global Management worth $24.4K as of Q3 2026.
Matthew Hamilton Rosenberg left its Apollo Global Management share count unchanged in Q3 2026.
Apollo Global Management made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #536 holding.
Matthew Hamilton Rosenberg first reported a position in Apollo Global Management in Q4 2022 and has held it in 15 quarters since.
Matthew Hamilton Rosenberg's Apollo Global Management position peaked at $30.4K in Q4 2025.
949 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.