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Newbrook Capital Advisors’s Apollo Global Management APO Stock Holding History

Newbrook Capital 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 		$74.9M Buy
672,441
+117,271
+21% +$14.5M 13.38% 1
2025
Q4 		$80.4M Buy
555,170
+147,129
+36% +$19.5M 10.08% 1
2025
Q3 		$54.4M Buy
408,041
+86,937
+27% +$12.3M 6.65% 7
2025
Q2 		$45.6M Sell
321,104
-291,169
-48% -$38.6M 5.74% 5
2025
Q1 		$83.8M Buy
612,273
+10,396
+2% +$1.6M 13.24% 2
2024
Q4 		$99.4M Sell
601,877
-366,131
-38% -$58M 12.75% 2
2024
Q3 		$121M Buy
968,008
+166,074
+21% +$19.2M 16.3% 1
2024
Q2 		$94.7M Buy
801,934
+5,434
+0.7% +$617K 13.92% 2
2024
Q1 		$89.6M Sell
796,500
-169,060
-18% -$17.8M 11.61% 2
2023
Q4 		$90M Buy
965,560
+277,046
+40% +$24.5M 13.41% 1
2023
Q3 		$61.8M Sell
688,514
-322,104
-32% -$27.1M 9.21% 2
2023
Q2 		$77.6M Sell
1,010,618
-227,074
-18% -$15.2M 10.83% 2
2023
Q1 		$78.2M Buy
1,237,692
+233,120
+23% +$15.6M 12.44% 1
2022
Q4 		$64.1M Sell
1,004,572
-340,631
-25% -$20.2M 11.19% 3
2022
Q3 		$62.6M Sell
1,345,203
-414,653
-24% -$22.8M 10.7% 2
2022
Q2 		$85.3M Sell
1,759,856
-732,825
-29% -$39.9M 13.06% 1
2022
Q1 		$155M Buy
+2,492,681
New +$164M 15.36% 1
2021
Q4 		– Sell
-1,323,384
Closed -$81.5M – 23
2021
Q3 		$81.5M Buy
+1,323,384
New +$79.5M 5.93% 6

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

Newbrook Capital Advisors's APO Position: Q1 2026 in Review

Newbrook Capital Advisors increased its Apollo Global Management (APO) stake by 21% in Q1 2026, buying an estimated $14.5M and bringing the position to 672,441 shares worth $74.9M. The position accounts for 13.38% of the portfolio, ranked #1.

Newbrook Capital Advisors first reported a position in APO in Q3 2021 and has held it in 18 quarters since. The position peaked at $155M in Q1 2022. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Newbrook Capital Advisors held 672,441 shares of Apollo Global Management worth $74.9M as of Q1 2026.
  • Newbrook Capital Advisors bought 117,271 Apollo Global Management shares in Q1 2026, an estimated $14.5M.
  • Apollo Global Management made up 13.38% of Newbrook Capital Advisors's portfolio in Q1 2026, its #1 holding.
  • Newbrook Capital Advisors first reported a position in Apollo Global Management in Q3 2021 and has held it in 18 quarters since.
  • Newbrook Capital Advisors's Apollo Global Management position peaked at $155M in Q1 2022.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Newbrook Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.