Osborne Partners Capital Management’s Apollo Global Management APO Stock Holding History

Osborne Partners Capital Management’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	$3.81M	Sell	32,216 -5,123	-14%	-$644K	0.21%	94
2026 Q1	$4.16M	Buy	37,339 +7,667	+26%	+$950K	0.22%	105
2025 Q4	$4.3M	Sell	29,672 -368	-1%	-$48.9K	0.22%	105
2025 Q3	$4M	Buy	30,040 +407	+1%	+$57.6K	0.2%	105
2025 Q2	$4.2M	Buy	+29,633	New	+$3.93M	0.22%	107
2025 Q1	–	Sell	-35,573	Closed	-$5.88M	–	214
2024 Q4	$5.88M	Sell	35,573 -23,599	-40%	-$3.74M	0.34%	92
2024 Q3	$7.39M	Buy	59,172 +178	+0.3%	+$20.5K	0.42%	87
2024 Q2	$6.97M	Buy	58,994 +1,085	+2%	+$123K	0.42%	84
2024 Q1	$6.51M	Buy	57,909 +90	+0.2%	+$9.5K	0.4%	85
2023 Q4	$5.39M	Sell	57,819 -144	-0.2%	-$12.7K	0.35%	90
2023 Q3	$5.2M	Buy	57,963 +635	+1%	+$53.4K	0.39%	83
2023 Q2	$4.4M	Buy	57,328 +7,070	+14%	+$473K	0.32%	93
2023 Q1	$3.17M	Buy	+50,258	New	+$3.37M	0.23%	103

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

Osborne Partners Capital Management's APO Position: Q2 2026 in Review

Osborne Partners Capital Management reduced its Apollo Global Management (APO) stake by 14% in Q2 2026, selling an estimated $644K and leaving 32,216 shares worth $3.81M. The position accounts for 0.21% of the portfolio, ranked #94.

Osborne Partners Capital Management first reported a position in APO in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.39M in Q3 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Osborne Partners Capital Management held 32,216 shares of Apollo Global Management worth $3.81M as of Q2 2026.
Osborne Partners Capital Management sold 5,123 Apollo Global Management shares in Q2 2026, an estimated $644K.
Apollo Global Management made up 0.21% of Osborne Partners Capital Management's portfolio in Q2 2026, its #94 holding.
Osborne Partners Capital Management first reported a position in Apollo Global Management in Q1 2023 and has held it in 13 quarters since.
Osborne Partners Capital Management's Apollo Global Management position peaked at $7.39M in Q3 2024.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.