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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
Q2 		$94.1M Buy
795,122
+122,681
+18% +$15.4M 12.7% 1
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 $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

Newbrook Capital Advisors's APO Position: Q2 2026 in Review

Newbrook Capital Advisors increased its Apollo Global Management (APO) stake by 18% in Q2 2026, buying an estimated $15.4M and bringing the position to 795,122 shares worth $94.1M. The position accounts for 12.7% of the portfolio, ranked #1.

Newbrook Capital Advisors first reported a position in APO in Q3 2021 and has held it in 19 quarters since. The position peaked at $155M in Q1 2022. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Newbrook Capital Advisors held 795,122 shares of Apollo Global Management worth $94.1M as of Q2 2026.
  • Newbrook Capital Advisors bought 122,681 Apollo Global Management shares in Q2 2026, an estimated $15.4M.
  • Apollo Global Management made up 12.7% of Newbrook Capital Advisors's portfolio in Q2 2026, its #1 holding.
  • Newbrook Capital Advisors first reported a position in Apollo Global Management in Q3 2021 and has held it in 19 quarters since.
  • Newbrook Capital Advisors's Apollo Global Management position peaked at $155M in Q1 2022.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

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