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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
Q2 		$4.9M Buy
41,404
+23,400
+130% +$2.94M 0.01% 788
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 $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

NewEdge Advisors's APO Position: Q2 2026 in Review

NewEdge Advisors increased its Apollo Global Management (APO) stake by 130% in Q2 2026, buying an estimated $2.94M and bringing the position to 41,404 shares worth $4.9M. The position accounts for 0.01% of the portfolio, ranked #788.

NewEdge Advisors first reported a position in APO in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.92M in Q4 2024. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • NewEdge Advisors held 41,404 shares of Apollo Global Management worth $4.9M as of Q2 2026.
  • NewEdge Advisors bought 23,400 Apollo Global Management shares in Q2 2026, an estimated $2.94M.
  • Apollo Global Management made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #788 holding.
  • NewEdge Advisors first reported a position in Apollo Global Management in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's Apollo Global Management position peaked at $4.92M in Q4 2024.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.