Pathstone Holdings
APO icon

Pathstone Holdings’s Apollo Global Management APO Stock Holding History

Pathstone 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
Q2 		$5.97M Buy
50,380
+4,856
+11% +$611K 0.02% 578
2026
Q1 		$5.07M Buy
45,524
+8,141
+22% +$1.01M 0.02% 565
2025
Q4 		$5.41M Sell
37,383
-10,228
-21% -$1.36M 0.02% 536
2025
Q3 		$6.35M Buy
47,611
+11,020
+30% +$1.56M 0.02% 488
2025
Q2 		$5.19M Sell
36,591
-4,628
-11% -$614K 0.02% 534
2025
Q1 		$5.62M Buy
41,219
+107
+0.3% +$16.5K 0.02% 521
2024
Q4 		$6.79M Sell
41,112
-4,775
-10% -$756K 0.03% 442
2024
Q3 		$5.73M Sell
45,887
-8,786
-16% -$1.01M 0.03% 505
2024
Q2 		$6.46M Buy
54,673
+6,359
+13% +$722K 0.03% 445
2024
Q1 		$5.43M Buy
48,314
+67
+0.1% +$7.07K 0.03% 483
2023
Q4 		$4.5M Buy
+48,247
New +$4.26M 0.02% 462

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 $3.38T AUM 44.17% 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

Pathstone Holdings's APO Position: Q2 2026 in Review

Pathstone Holdings increased its Apollo Global Management (APO) stake by 11% in Q2 2026, buying an estimated $611K and bringing the position to 50,380 shares worth $5.97M. The position accounts for 0.02% of the portfolio, ranked #578.

Pathstone Holdings first reported a position in APO in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.79M in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Pathstone Holdings held 50,380 shares of Apollo Global Management worth $5.97M as of Q2 2026.
  • Pathstone Holdings bought 4,856 Apollo Global Management shares in Q2 2026, an estimated $611K.
  • Apollo Global Management made up 0.02% of Pathstone Holdings's portfolio in Q2 2026, its #578 holding.
  • Pathstone Holdings first reported a position in Apollo Global Management in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Apollo Global Management position peaked at $6.79M in Q4 2024.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.