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MSA Advisors’s Apollo Global Management APO Stock Holding History

MSA Advisors’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 		$92.4M Sell
781,052
-82,750
-10% -$10.4M 23.78% 1
2026
Q1 		$96.2M Buy
863,802
+4,000
+0.5% +$496K 28.93% 1
2025
Q4 		$124M Sell
859,802
-56,400
-6% -$7.49M 31.16% 1
2025
Q3 		$122M Hold
916,202
– – 30.51% 1
2025
Q2 		$130M Sell
916,202
-14,500
-2% -$1.92M 32.6% 1
2025
Q1 		$127M Buy
930,702
+102,730
+12% +$15.8M 32.64% 1
2024
Q4 		$137M Sell
827,972
-48,730
-6% -$7.72M 34.21% 1
2024
Q3 		$110M Buy
876,702
+66,600
+8% +$7.69M 28.25% 1
2024
Q2 		$95.6M Buy
810,102
+1,900
+0.2% +$216K 27.42% 1
2024
Q1 		$90.9M Buy
808,202
+53,830
+7% +$5.68M 27.21% 1
2023
Q4 		$70.3M Buy
+754,372
New +$66.6M 24.47% 2

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 $3.38T AUM 44.17% 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

MSA Advisors's APO Position: Q2 2026 in Review

MSA Advisors reduced its Apollo Global Management (APO) stake by 9.6% in Q2 2026, selling an estimated $10.4M and leaving 781,052 shares worth $92.4M. The position accounts for 23.78% of the portfolio, ranked #1.

MSA Advisors first reported a position in APO in Q4 2023 and has held it in 11 quarters since. The position peaked at $137M in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • MSA Advisors held 781,052 shares of Apollo Global Management worth $92.4M as of Q2 2026.
  • MSA Advisors sold 82,750 Apollo Global Management shares in Q2 2026, an estimated $10.4M.
  • Apollo Global Management made up 23.78% of MSA Advisors's portfolio in Q2 2026, its #1 holding.
  • MSA Advisors first reported a position in Apollo Global Management in Q4 2023 and has held it in 11 quarters since.
  • MSA Advisors's Apollo Global Management position peaked at $137M in Q4 2024.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on MSA Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.