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 Q2	$646K	Buy	5,464 +1,020	+23%	+$128K	0.01%	389
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 $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

NorthRock Partners's APO Position: Q2 2026 in Review

NorthRock Partners increased its Apollo Global Management (APO) stake by 23% in Q2 2026, buying an estimated $128K and bringing the position to 5,464 shares worth $646K. The position accounts for 0.01% of the portfolio, ranked #389.

NorthRock Partners first reported a position in APO in Q3 2021 and has held it in 6 quarters since. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

NorthRock Partners held 5,464 shares of Apollo Global Management worth $646K as of Q2 2026.
NorthRock Partners bought 1,020 Apollo Global Management shares in Q2 2026, an estimated $128K.
Apollo Global Management made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #389 holding.
NorthRock Partners first reported a position in Apollo Global Management in Q3 2021 and has held it in 6 quarters since.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.