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NewEdge Wealth’s Apollo Global Management APO Stock Holding History

NewEdge Wealth’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 		$8.73M Buy
78,327
+1,213
+2% +$150K 0.1% 140
2025
Q4 		$11.2M Buy
77,114
+7,748
+11% +$1.03M 0.13% 130
2025
Q3 		$9.28M Buy
69,366
+1,924
+3% +$272K 0.13% 129
2025
Q2 		$9.52M Buy
67,442
+5,309
+9% +$704K 0.15% 123
2025
Q1 		$8.51M Buy
62,133
+106
+0.2% +$16.3K 0.15% 123
2024
Q4 		$10.2M Sell
62,027
-5,908
-9% -$936K 0.18% 114
2024
Q3 		$8.49M Buy
67,935
+23,247
+52% +$2.68M 0.15% 133
2024
Q2 		$5.28M Sell
44,688
-4,166
-9% -$473K 0.11% 157
2024
Q1 		$5.48M Buy
48,854
+23,289
+91% +$2.46M 0.12% 152
2023
Q4 		$2.38M Sell
25,565
-20
-0.1% -$1.77K 0.06% 270
2023
Q3 		$2.3M Buy
25,585
+20
+0.1% +$1.68K 0.07% 228
2023
Q2 		$1.96M Sell
25,565
-379
-1% -$25.3K 0.07% 257
2023
Q1 		$1.64M Sell
25,944
-3,157
-11% -$211K 0.06% 258
2022
Q4 		$1.86M Buy
29,101
+1,009
+4% +$59.9K 0.08% 218
2022
Q3 		$1.31M Sell
28,092
-191
-0.7% -$10.5K 0.06% 243
2022
Q2 		$1.37M Buy
28,283
+2,117
+8% +$115K 0.06% 244
2022
Q1 		$1.62M Buy
+26,166
New +$1.72M 0.07% 179

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 Wealth's APO Position: Q1 2026 in Review

NewEdge Wealth increased its Apollo Global Management (APO) stake by 1.6% in Q1 2026, buying an estimated $150K and bringing the position to 78,327 shares worth $8.73M. The position accounts for 0.1% of the portfolio, ranked #140.

NewEdge Wealth first reported a position in APO in Q1 2022 and has held it in 17 quarters since. The position peaked at $11.2M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • NewEdge Wealth held 78,327 shares of Apollo Global Management worth $8.73M as of Q1 2026.
  • NewEdge Wealth bought 1,213 Apollo Global Management shares in Q1 2026, an estimated $150K.
  • Apollo Global Management made up 0.1% of NewEdge Wealth's portfolio in Q1 2026, its #140 holding.
  • NewEdge Wealth first reported a position in Apollo Global Management in Q1 2022 and has held it in 17 quarters since.
  • NewEdge Wealth's Apollo Global Management position peaked at $11.2M in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

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