Northwest & Ethical Investments’s Apollo Global Management APO Stock Holding History

Northwest & Ethical Investments’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	$301K	Sell	2,619 -4,312	-62%	-$542K	0.01%	373
2026 Q1	$735K	Hold	6,931	–	–	0.02%	348
2025 Q4	$1.01M	Buy	6,931 +4,000	+136%	+$531K	0.02%	315
2025 Q3	$406K	Hold	2,931	–	–	0.01%	421
2025 Q2	$419K	Hold	2,931	–	–	0.01%	413
2025 Q1	$401K	Sell	2,931 -300	-9%	-$46.1K	0.01%	406
2024 Q4	$533K	Sell	3,231 -600	-16%	-$95K	0.01%	340
2024 Q3	$479K	Buy	3,831 +400	+12%	+$46.2K	0.01%	358
2024 Q2	$405K	Sell	3,431 -700	-17%	-$79.4K	0.01%	346
2024 Q1	$465K	Buy	+4,131	New	+$436K	0.01%	341
2020 Q3	–	Sell	-50,265	Closed	-$2.51M	–	399
2020 Q2	$2.51M	Hold	50,265	–	–	0.12%	209
2020 Q1	$1.68M	Hold	50,265	–	–	0.1%	238
2019 Q4	$2.4M	Hold	50,265	–	–	0.11%	240
2019 Q3	$1.9M	Hold	50,265	–	–	0.09%	257
2019 Q2	$1.72M	Hold	50,265	–	–	0.09%	274
2019 Q1	$1.42M	Hold	50,265	–	–	0.07%	290
2018 Q4	$1.23M	Buy	50,265 +2,600	+5%	+$74.6K	0.07%	291
2018 Q3	$1.65M	Hold	47,665	–	–	0.1%	246
2018 Q2	$1.52M	Hold	47,665	–	–	0.1%	243
2018 Q1	$1.41M	Hold	47,665	–	–	0.09%	251
2017 Q4	$1.6M	Sell	47,665 -4,100	-8%	-$128K	0.1%	239
2017 Q3	$1.56M	Hold	51,765	–	–	0.1%	239
2017 Q2	$1.37M	Hold	51,765	–	–	0.09%	247
2017 Q1	$1.26M	Buy	51,765 +1,765	+4%	+$39.4K	0.09%	254
2016 Q4	$968K	Hold	50,000	–	–	0.07%	269
2016 Q3	$898K	Hold	50,000	–	–	0.06%	248
2016 Q2	$757K	Hold	50,000	–	–	0.06%	179
2016 Q1	$856K	Buy	+50,000	New	+$750K	0.06%	171

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 $3.38T AUM 44.17% 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

Northwest & Ethical Investments's APO Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its Apollo Global Management (APO) stake by 62% in Q2 2026, selling an estimated $542K and leaving 2,619 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #373.

Northwest & Ethical Investments first reported a position in APO in Q1 2016 and has held it in 28 quarters since. The position peaked at $2.51M in Q2 2020. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Northwest & Ethical Investments held 2,619 shares of Apollo Global Management worth $301K as of Q2 2026.
Northwest & Ethical Investments sold 4,312 Apollo Global Management shares in Q2 2026, an estimated $542K.
Apollo Global Management made up 0.01% of Northwest & Ethical Investments's portfolio in Q2 2026, its #373 holding.
Northwest & Ethical Investments first reported a position in Apollo Global Management in Q1 2016 and has held it in 28 quarters since.
Northwest & Ethical Investments's Apollo Global Management position peaked at $2.51M in Q2 2020.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.