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Pinnacle Associates’s Apollo Global Management APO Stock Holding History

Pinnacle Associates’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 		$1.68M Sell
14,232
-1,407
-9% -$177K 0.02% 449
2026
Q1 		$1.74M Sell
15,639
-3,567
-19% -$442K 0.02% 418
2025
Q4 		$2.78M Buy
19,206
+8,992
+88% +$1.19M 0.04% 342
2025
Q3 		$1.36M Buy
10,214
+7,732
+312% +$1.09M 0.02% 459
2025
Q2 		$352K Sell
2,482
-1,498
-38% -$199K 0.01% 699
2025
Q1 		$545K Buy
3,980
+372
+10% +$57.2K 0.01% 600
2024
Q4 		$596K Buy
+3,608
New +$572K 0.01% 569

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

Pinnacle Associates's APO Position: Q2 2026 in Review

Pinnacle Associates reduced its Apollo Global Management (APO) stake by 9% in Q2 2026, selling an estimated $177K and leaving 14,232 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #449.

Pinnacle Associates first reported a position in APO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.78M in Q4 2025. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Pinnacle Associates held 14,232 shares of Apollo Global Management worth $1.68M as of Q2 2026.
  • Pinnacle Associates sold 1,407 Apollo Global Management shares in Q2 2026, an estimated $177K.
  • Apollo Global Management made up 0.02% of Pinnacle Associates's portfolio in Q2 2026, its #449 holding.
  • Pinnacle Associates first reported a position in Apollo Global Management in Q4 2024 and has held it in 7 quarters since.
  • Pinnacle Associates's Apollo Global Management position peaked at $2.78M in Q4 2025.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.