MV Capital Management’s Apollo Global Management APO Stock Holding History

MV Capital Management’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	$16.3K	Buy	138 +16	+13%	+$2.01K	﹤0.01%	481
2026 Q1	$13.6K	Sell	122 -10	-8%	-$1.24K	﹤0.01%	488
2025 Q4	$19.1K	Buy	132 +26	+25%	+$3.45K	﹤0.01%	446
2025 Q3	$14.1K	Buy	106 +2	+2%	+$283	﹤0.01%	469
2025 Q2	$14.8K	Buy	104 +22	+27%	+$2.92K	﹤0.01%	481
2025 Q1	$11.2K	Sell	82 -36	-31%	-$5.54K	﹤0.01%	503
2024 Q4	$19.5K	Buy	118 +38	+48%	+$6.02K	﹤0.01%	433
2024 Q3	$9.99K	Buy	80 +34	+74%	+$3.92K	﹤0.01%	533
2024 Q2	$5.43K	Buy	46 +28	+156%	+$3.18K	﹤0.01%	597
2024 Q1	$2.02K	Buy	18 +10	+125%	+$1.05K	﹤0.01%	659
2023 Q4	$746	Buy	+8	New	+$706	﹤0.01%	672
2018 Q3	–	Sell	-416	Closed	-$13K	–	350
2018 Q2	$13K	Hold	416	–	–	﹤0.01%	230
2018 Q1	$12K	Hold	416	–	–	﹤0.01%	229
2017 Q4	$14K	Hold	416	–	–	﹤0.01%	224
2017 Q3	$13K	Hold	416	–	–	﹤0.01%	227
2017 Q2	$11K	Hold	416	–	–	﹤0.01%	241
2017 Q1	$10K	Hold	416	–	–	﹤0.01%	241
2016 Q4	$8K	Hold	416	–	–	﹤0.01%	244
2016 Q3	$7K	Hold	416	–	–	﹤0.01%	250
2016 Q2	$6K	Hold	416	–	–	﹤0.01%	261
2016 Q1	$7K	Hold	416	–	–	﹤0.01%	239
2015 Q4	$6K	Hold	416	–	–	﹤0.01%	262
2015 Q3	$7K	Hold	416	–	–	﹤0.01%	243
2015 Q2	$9K	Hold	416	–	–	﹤0.01%	306
2015 Q1	$9K	Hold	416	–	–	﹤0.01%	292
2014 Q4	$10K	Buy	+416	New	+$9.59K	﹤0.01%	287

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

MV Capital Management's APO Position: Q2 2026 in Review

MV Capital Management increased its Apollo Global Management (APO) stake by 13% in Q2 2026, buying an estimated $2.01K and bringing the position to 138 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

MV Capital Management first reported a position in APO in Q4 2014 and has held it in 26 quarters since. The position peaked at $19.5K in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

MV Capital Management held 138 shares of Apollo Global Management worth $16.3K as of Q2 2026.
MV Capital Management bought 16 Apollo Global Management shares in Q2 2026, an estimated $2.01K.
Apollo Global Management made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #481 holding.
MV Capital Management first reported a position in Apollo Global Management in Q4 2014 and has held it in 26 quarters since.
MV Capital Management's Apollo Global Management position peaked at $19.5K in Q4 2024.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.