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 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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Matthew Hamilton Rosenberg's APO Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Apollo Global Management (APO) position steady in Q2 2026 at 210 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Matthew Hamilton Rosenberg first reported a position in APO in Q4 2022 and has held it in 14 quarters since. The position peaked at $30.4K in Q4 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Matthew Hamilton Rosenberg held 210 shares of Apollo Global Management worth $24.8K as of Q2 2026.
Matthew Hamilton Rosenberg left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #535 holding.
Matthew Hamilton Rosenberg first reported a position in Apollo Global Management in Q4 2022 and has held it in 14 quarters since.
Matthew Hamilton Rosenberg's Apollo Global Management position peaked at $30.4K in Q4 2025.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.