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APO icon

NewEdge Advisors’s Apollo Global Management APO Stock Holding History

NewEdge 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 		$2.01M Sell
18,004
-392
-2% -$48.6K 0.01% 1106
2025
Q4 		$2.66M Buy
18,396
+4,783
+35% +$635K 0.01% 931
2025
Q3 		$1.81M Sell
13,613
-909
-6% -$129K 0.01% 1068
2025
Q2 		$2.06M Sell
14,522
-15,643
-52% -$2.07M 0.01% 919
2025
Q1 		$4.13M Buy
30,165
+390
+1% +$60K 0.02% 572
2024
Q4 		$4.92M Buy
29,775
+1,585
+6% +$251K 0.03% 502
2024
Q3 		$3.52M Sell
28,190
-127
-0.4% -$14.7K 0.02% 590
2024
Q2 		$3.34M Sell
28,317
-9,528
-25% -$1.08M 0.02% 566
2024
Q1 		$4.26M Buy
37,845
+3,855
+11% +$407K 0.04% 435
2023
Q4 		$3.21M Sell
33,990
-1,379
-4% -$122K 0.03% 491
2023
Q3 		$3.17M Buy
35,369
+21,748
+160% +$1.83M 0.03% 445
2023
Q2 		$1.05M Buy
13,621
+13,232
+3,402% +$885K 0.01% 843
2023
Q1 		$24.6K Sell
389
-1,073
-73% -$71.9K ﹤0.01% 2261
2022
Q4 		$68.5K Buy
+1,462
New +$86.8K ﹤0.01% 1598

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

NewEdge Advisors's APO Position: Q1 2026 in Review

NewEdge Advisors reduced its Apollo Global Management (APO) stake by 2.1% in Q1 2026, selling an estimated $48.6K and leaving 18,004 shares worth $2.01M. The position accounts for 0.01% of the portfolio, ranked #1106.

NewEdge Advisors first reported a position in APO in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.92M in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • NewEdge Advisors held 18,004 shares of Apollo Global Management worth $2.01M as of Q1 2026.
  • NewEdge Advisors sold 392 Apollo Global Management shares in Q1 2026, an estimated $48.6K.
  • Apollo Global Management made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1106 holding.
  • NewEdge Advisors first reported a position in Apollo Global Management in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's Apollo Global Management position peaked at $4.92M in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

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