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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
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 $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

MSA Advisors's APO Position: Q1 2026 in Review

MSA Advisors increased its Apollo Global Management (APO) stake by 0.47% in Q1 2026, buying an estimated $496K and bringing the position to 863,802 shares worth $96.2M. The position accounts for 28.93% of the portfolio, ranked #1.

MSA Advisors first reported a position in APO in Q4 2023 and has held it in 10 quarters since. The position peaked at $137M in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • MSA Advisors held 863,802 shares of Apollo Global Management worth $96.2M as of Q1 2026.
  • MSA Advisors bought 4,000 Apollo Global Management shares in Q1 2026, an estimated $496K.
  • Apollo Global Management made up 28.93% of MSA Advisors's portfolio in Q1 2026, its #1 holding.
  • MSA Advisors first reported a position in Apollo Global Management in Q4 2023 and has held it in 10 quarters since.
  • MSA Advisors's Apollo Global Management position peaked at $137M in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on MSA Advisors's 13F filing for Q1 2026, filed 18 May 2026.