NorthRock Partners’s Apollo Global Management APO Stock Holding History

NorthRock Partners’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	$495K	Buy	+4,444	New	+$551K	0.01%	418
2025 Q4	–	Sell	-4,246	Closed	-$566K	–	636
2025 Q3	$566K	Buy	4,246 +1,120	+36%	+$159K	0.01%	497
2025 Q2	$443K	Buy	3,126 +1,475	+89%	+$196K	0.01%	432
2025 Q1	$226K	Buy	+1,651	New	+$254K	0.01%	540
2021 Q4	–	Sell	-10,000	Closed	-$616K	–	340
2021 Q3	$616K	Buy	+10,000	New	+$601K	0.05%	139

Other funds holding APO

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NorthRock Partners's APO Position: Q1 2026 in Review

NorthRock Partners opened a new position in Apollo Global Management (APO) in Q1 2026: 4,444 shares worth $495K. The stake represents 0.01% of the portfolio and ranks #418 among its holdings. This is a return to the name: NorthRock Partners previously reported a position in APO as recently as Q3 2025.

NorthRock Partners first reported a position in APO in Q3 2021 and has held it in 5 quarters since. The position peaked at $616K in Q3 2021. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

NorthRock Partners held 4,444 shares of Apollo Global Management worth $495K as of Q1 2026.
Apollo Global Management was a new NorthRock Partners position in Q1 2026.
Apollo Global Management made up 0.01% of NorthRock Partners's portfolio in Q1 2026, its #418 holding.
NorthRock Partners first reported a position in Apollo Global Management in Q3 2021 and has held it in 5 quarters since.
NorthRock Partners's Apollo Global Management position peaked at $616K in Q3 2021.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.