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NEOS Investment Management’s Apollo Global Management APO Stock Holding History

NEOS Investment 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 		$8.88M Buy
75,028
+8,289
+12% +$1.04M 0.03% 287
2026
Q1 		$7.44M Buy
66,739
+3,231
+5% +$400K 0.04% 274
2025
Q4 		$9.19M Buy
63,508
+11,002
+21% +$1.46M 0.05% 237
2025
Q3 		$7M Buy
52,506
+17,204
+49% +$2.44M 0.05% 255
2025
Q2 		$5.01M Buy
35,302
+7,138
+25% +$947K 0.06% 244
2025
Q1 		$3.86M Buy
28,164
+5,005
+22% +$770K 0.07% 232
2024
Q4 		$3.82M Buy
+23,159
New +$3.67M 0.09% 204

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

NEOS Investment Management's APO Position: Q2 2026 in Review

NEOS Investment Management increased its Apollo Global Management (APO) stake by 12% in Q2 2026, buying an estimated $1.04M and bringing the position to 75,028 shares worth $8.88M. The position accounts for 0.03% of the portfolio, ranked #287.

NEOS Investment Management first reported a position in APO in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.19M in Q4 2025. 1,176 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • NEOS Investment Management held 75,028 shares of Apollo Global Management worth $8.88M as of Q2 2026.
  • NEOS Investment Management bought 8,289 Apollo Global Management shares in Q2 2026, an estimated $1.04M.
  • Apollo Global Management made up 0.03% of NEOS Investment Management's portfolio in Q2 2026, its #287 holding.
  • NEOS Investment Management first reported a position in Apollo Global Management in Q4 2024 and has held it in 7 quarters since.
  • NEOS Investment Management's Apollo Global Management position peaked at $9.19M in Q4 2025.
  • 1,176 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.