Osaic Holdings
APO icon

Osaic Holdings’s Apollo Global Management APO Stock Holding History

Osaic Holdings’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 		$17.5M Buy
179,406
+43,754
+32% +$5.42M 0.03% 622
2025
Q4 		$16.4M Sell
135,652
-3,806
-3% -$506K 0.02% 668
2025
Q3 		$15.8M Buy
139,458
+23,218
+20% +$3.29M 0.02% 736
2025
Q2 		$16.5M Buy
116,240
+12,691
+12% +$1.68M 0.03% 569
2025
Q1 		$14.2M Sell
103,549
-9,181
-8% -$1.41M 0.03% 543
2024
Q4 		$17.2M Buy
112,730
+9,301
+9% +$1.47M 0.04% 452
2024
Q3 		$12.9M Buy
103,429
+5,182
+5% +$598K 0.03% 571
2024
Q2 		$11.6M Sell
98,247
-5,434
-5% -$617K 0.03% 575
2024
Q1 		$11.7M Sell
103,681
-996
-1% -$105K 0.03% 610
2023
Q4 		$9.76M Sell
104,677
-62,323
-37% -$5.5M 0.02% 824
2023
Q3 		$15M Buy
167,000
+28,441
+21% +$2.39M 0.02% 659
2023
Q2 		$10.6M Buy
138,559
+10,451
+8% +$699K 0.02% 732
2023
Q1 		$8.09M Sell
128,108
-9,140
-7% -$612K 0.02% 863
2022
Q4 		$8.76M Buy
137,248
+15,291
+13% +$908K 0.02% 801
2022
Q3 		$5.67M Buy
121,957
+5,425
+5% +$298K 0.01% 944
2022
Q2 		$5.65M Buy
116,532
+38,885
+50% +$2.12M 0.01% 961
2022
Q1 		$4.81M Buy
77,647
+9,410
+14% +$619K 0.01% 1234
2021
Q4 		$4.94M Buy
68,237
+22,555
+49% +$1.63M 0.01% 1111
2021
Q3 		$2.81M Buy
45,682
+1,706
+4% +$103K 0.01% 1447
2021
Q2 		$2.74M Buy
43,976
+925
+2% +$51.3K 0.01% 1461
2021
Q1 		$2.02M Sell
43,051
-6,161
-13% -$300K ﹤0.01% 1605
2020
Q4 		$2.41M Sell
49,212
-12,723
-21% -$568K 0.01% 1304
2020
Q3 		$2.77M Buy
61,935
+3,072
+5% +$148K 0.01% 1109
2020
Q2 		$2.94M Sell
58,863
-2,795
-5% -$123K 0.01% 1008
2020
Q1 		$2.06M Buy
+61,658
New +$2.65M 0.01% 1056

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

Osaic Holdings's APO Position: Q1 2026 in Review

Osaic Holdings increased its Apollo Global Management (APO) stake by 32% in Q1 2026, buying an estimated $5.42M and bringing the position to 179,406 shares worth $17.5M. The position accounts for 0.03% of the portfolio, ranked #622.

Osaic Holdings first reported a position in APO in Q1 2020 and has held it in 25 quarters since. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Osaic Holdings held 179,406 shares of Apollo Global Management worth $17.5M as of Q1 2026.
  • Osaic Holdings bought 43,754 Apollo Global Management shares in Q1 2026, an estimated $5.42M.
  • Apollo Global Management made up 0.03% of Osaic Holdings's portfolio in Q1 2026, its #622 holding.
  • Osaic Holdings first reported a position in Apollo Global Management in Q1 2020 and has held it in 25 quarters since.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.