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O'Shaughnessy Asset Management’s Apollo Global Management APO Stock Holding History

O'Shaughnessy Asset 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 		$7.87M Sell
66,485
-23,307
-26% -$2.93M 0.04% 438
2026
Q1 		$10M Buy
89,792
+8,490
+10% +$1.05M 0.05% 377
2025
Q4 		$11.8M Buy
81,302
+2,357
+3% +$313K 0.07% 317
2025
Q3 		$10.5M Buy
78,945
+6,712
+9% +$950K 0.06% 324
2025
Q2 		$10.2M Buy
72,233
+19,061
+36% +$2.53M 0.07% 296
2025
Q1 		$7.28M Buy
53,172
+8,755
+20% +$1.35M 0.06% 338
2024
Q4 		$7.34M Buy
44,417
+13,905
+46% +$2.2M 0.06% 320
2024
Q3 		$4.31M Buy
30,512
+2,930
+11% +$338K 0.04% 439
2024
Q2 		$3.26M Buy
27,582
+8,429
+44% +$956K 0.03% 474
2024
Q1 		$2.15M Buy
19,153
+4,075
+27% +$430K 0.02% 566
2023
Q4 		$1.41M Buy
15,078
+2,902
+24% +$256K 0.02% 635
2023
Q3 		$1.09M Buy
12,176
+4,437
+57% +$373K 0.02% 666
2023
Q2 		$594K Buy
7,739
+1,557
+25% +$104K 0.01% 815
2023
Q1 		$390K Sell
6,182
-171
-3% -$11.5K 0.01% 954
2022
Q4 		$405K Buy
6,353
+1,596
+34% +$94.8K 0.01% 861
2022
Q3 		$221K Sell
4,757
-1,317
-22% -$72.3K ﹤0.01% 1038
2022
Q2 		$294K Buy
6,074
+2,263
+59% +$123K 0.01% 874
2022
Q1 		$236K Buy
+3,811
New +$251K ﹤0.01% 1006

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
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

O'Shaughnessy Asset Management's APO Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Apollo Global Management (APO) stake by 26% in Q2 2026, selling an estimated $2.93M and leaving 66,485 shares worth $7.87M. The position accounts for 0.04% of the portfolio, ranked #438.

O'Shaughnessy Asset Management first reported a position in APO in Q1 2022 and has held it in 18 quarters since. The position peaked at $11.8M in Q4 2025. 1,176 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • O'Shaughnessy Asset Management held 66,485 shares of Apollo Global Management worth $7.87M as of Q2 2026.
  • O'Shaughnessy Asset Management sold 23,307 Apollo Global Management shares in Q2 2026, an estimated $2.93M.
  • Apollo Global Management made up 0.04% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #438 holding.
  • O'Shaughnessy Asset Management first reported a position in Apollo Global Management in Q1 2022 and has held it in 18 quarters since.
  • O'Shaughnessy Asset Management's Apollo Global Management position peaked at $11.8M in Q4 2025.
  • 1,176 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.