Partners Capital Investment Group’s Apollo Global Management APO Stock Holding History

Partners Capital Investment Group’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	$874K	Hold	7,391	–	–	0.03%	121
2026 Q1	$824K	Hold	7,391	–	–	0.03%	121
2025 Q4	$1.07M	Hold	7,391	–	–	0.04%	110
2025 Q3	$985K	Hold	7,391	–	–	0.04%	107
2025 Q2	$1.05M	Hold	7,391	–	–	0.04%	107
2025 Q1	$1.01M	Buy	+7,391	New	+$1.14M	0.02%	138
2024 Q4	–	Sell	-7,391	Closed	-$923K	–	130
2024 Q3	$923K	Hold	7,391	–	–	0.01%	141
2024 Q2	$873K	Buy	+7,391	New	+$839K	0.01%	149
2024 Q1	–	Sell	-17,963	Closed	-$1.67M	–	153
2023 Q4	$1.67M	Buy	17,963 +38	+0.2%	+$3.35K	0.04%	126
2023 Q3	$1.61M	Buy	17,925 +10,000	+126%	+$841K	0.04%	127
2023 Q2	$609K	Buy	+7,925	New	+$530K	0.01%	161

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

Partners Capital Investment Group's APO Position: Q2 2026 in Review

Partners Capital Investment Group held its Apollo Global Management (APO) position steady in Q2 2026 at 7,391 shares worth $874K. The position accounts for 0.03% of the portfolio, ranked #121.

Partners Capital Investment Group first reported a position in APO in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.67M in Q4 2023. 1,178 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Partners Capital Investment Group held 7,391 shares of Apollo Global Management worth $874K as of Q2 2026.
Partners Capital Investment Group left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up 0.03% of Partners Capital Investment Group's portfolio in Q2 2026, its #121 holding.
Partners Capital Investment Group first reported a position in Apollo Global Management in Q2 2023 and has held it in 11 quarters since.
Partners Capital Investment Group's Apollo Global Management position peaked at $1.67M in Q4 2023.
1,178 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.