Next Capital Management’s Apollo Global Management APO Stock Holding History

Next Capital Management’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	$2.91M	Buy	24,569 +2,706	+12%	+$340K	0.78%	30
2026 Q1	$2.44M	Buy	21,863 +20,104	+1,143%	+$2.49M	0.74%	31
2025 Q4	$255K	Buy	1,759 +52	+3%	+$6.91K	0.08%	112
2025 Q3	$227K	Hold	1,707	–	–	0.08%	121
2025 Q2	$242K	Buy	+1,707	New	+$226K	0.09%	120
2024 Q3	–	Sell	-9,824	Closed	-$1.16M	–	137
2024 Q2	$1.16M	Hold	9,824	–	–	0.49%	44
2024 Q1	$1.1M	Hold	9,824	–	–	0.45%	49
2023 Q4	$915K	Hold	9,824	–	–	0.39%	51
2023 Q3	$882K	Hold	9,824	–	–	0.4%	49
2023 Q2	$755K	Sell	9,824 -6,173	-39%	-$413K	0.35%	55
2023 Q1	$1.01M	Hold	15,997	–	–	0.49%	41
2022 Q4	$1.02M	Sell	15,997 -22	-0.1%	-$1.31K	0.55%	39
2022 Q3	$745K	Hold	16,019	–	–	0.56%	42
2022 Q2	$776K	Buy	+16,019	New	+$872K	0.56%	43

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Next Capital Management's APO Position: Q2 2026 in Review

Next Capital Management increased its Apollo Global Management (APO) stake by 12% in Q2 2026, buying an estimated $340K and bringing the position to 24,569 shares worth $2.91M. The position accounts for 0.78% of the portfolio, ranked #30.

Next Capital Management first reported a position in APO in Q2 2022 and has held it in 14 quarters since. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Next Capital Management held 24,569 shares of Apollo Global Management worth $2.91M as of Q2 2026.
Next Capital Management bought 2,706 Apollo Global Management shares in Q2 2026, an estimated $340K.
Apollo Global Management made up 0.78% of Next Capital Management's portfolio in Q2 2026, its #30 holding.
Next Capital Management first reported a position in Apollo Global Management in Q2 2022 and has held it in 14 quarters since.
1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Next Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.