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McDonald Partners’s Apollo Global Management APO Stock Holding History

McDonald Partners’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 		$778K Sell
6,573
-300
-4% -$37.7K 0.19% 117
2026
Q1 		$766K Sell
6,873
-63
-0.9% -$7.81K 0.18% 115
2025
Q4 		$1M Buy
6,936
+63
+0.9% +$8.37K 0.32% 81
2025
Q3 		$916K Sell
6,873
-148
-2% -$21K 0.27% 89
2025
Q2 		$996K Sell
7,021
-873
-11% -$116K 0.24% 114
2025
Q1 		$1.08M Hold
7,894
– – 0.28% 104
2024
Q4 		$1.3M Sell
7,894
-25
-0.3% -$3.96K 0.33% 93
2024
Q3 		$989K Sell
7,919
-220
-3% -$25.4K 0.25% 111
2024
Q2 		$961K Sell
8,139
-6
-0.1% -$681 0.26% 106
2024
Q1 		$916K Sell
8,145
-200
-2% -$21.1K 0.25% 109
2023
Q4 		$778K Sell
8,345
-170
-2% -$15K 0.23% 118
2023
Q3 		$764K Sell
8,515
-25
-0.3% -$2.1K 0.25% 112
2023
Q2 		$656K Sell
8,540
-35
-0.4% -$2.34K 0.2% 131
2023
Q1 		$542K Buy
8,575
+175
+2% +$11.7K 0.18% 142
2022
Q4 		$536K Buy
8,400
+100
+1% +$5.94K 0.18% 137
2022
Q3 		$386K Buy
8,300
+100
+1% +$5.49K 0.15% 159
2022
Q2 		$398K Buy
8,200
+2,325
+40% +$127K 0.1% 202
2022
Q1 		$364K Buy
+5,875
New +$386K 0.08% 234

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

McDonald Partners's APO Position: Q2 2026 in Review

McDonald Partners reduced its Apollo Global Management (APO) stake by 4.4% in Q2 2026, selling an estimated $37.7K and leaving 6,573 shares worth $778K. The position accounts for 0.19% of the portfolio, ranked #117.

McDonald Partners first reported a position in APO in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.3M in Q4 2024. 1,179 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • McDonald Partners held 6,573 shares of Apollo Global Management worth $778K as of Q2 2026.
  • McDonald Partners sold 300 Apollo Global Management shares in Q2 2026, an estimated $37.7K.
  • Apollo Global Management made up 0.19% of McDonald Partners's portfolio in Q2 2026, its #117 holding.
  • McDonald Partners first reported a position in Apollo Global Management in Q1 2022 and has held it in 18 quarters since.
  • McDonald Partners's Apollo Global Management position peaked at $1.3M in Q4 2024.
  • 1,179 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.