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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
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
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

Northwest & Ethical Investments's APO Position: Q1 2026 in Review

Northwest & Ethical Investments held its Apollo Global Management (APO) position steady in Q1 2026 at 6,931 shares worth $735K. The position accounts for 0.02% of the portfolio, ranked #348.

Northwest & Ethical Investments first reported a position in APO in Q1 2016 and has held it in 27 quarters since. The position peaked at $2.51M in Q2 2020. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Northwest & Ethical Investments held 6,931 shares of Apollo Global Management worth $735K as of Q1 2026.
  • Northwest & Ethical Investments left its Apollo Global Management share count unchanged in Q1 2026.
  • Apollo Global Management made up 0.02% of Northwest & Ethical Investments's portfolio in Q1 2026, its #348 holding.
  • Northwest & Ethical Investments first reported a position in Apollo Global Management in Q1 2016 and has held it in 27 quarters since.
  • Northwest & Ethical Investments's Apollo Global Management position peaked at $2.51M in Q2 2020.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.