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Plato Investment Management’s Apollo Global Management APO Stock Holding History

Plato Investment 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 		$1.29M Sell
10,945
-49
-0.4% -$6.16K 0.07% 237
2026
Q1 		$1.23M Buy
10,994
+74
+0.7% +$9.17K 0.08% 238
2025
Q4 		$1.59M Buy
10,920
+32
+0.3% +$4.25K 0.1% 200
2025
Q3 		$1.44M Buy
10,888
+5,452
+100% +$772K 0.1% 213
2025
Q2 		$768K Buy
5,436
+5,401
+15,431% +$716K 0.06% 293
2025
Q1 		$4.84K Sell
35
-213
-86% -$32.8K ﹤0.01% 501
2024
Q4 		$41.1K Hold
248
– – ﹤0.01% 506
2024
Q3 		$30.9K Hold
248
– – ﹤0.01% 463
2024
Q2 		$29.3K Hold
248
– – ﹤0.01% 417
2024
Q1 		$27.9K Hold
248
– – ﹤0.01% 399
2023
Q4 		$23.1K Buy
+248
New +$21.9K 0.03% 307

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

Plato Investment Management's APO Position: Q2 2026 in Review

Plato Investment Management reduced its Apollo Global Management (APO) stake by 0.45% in Q2 2026, selling an estimated $6.16K and leaving 10,945 shares worth $1.29M. The position accounts for 0.07% of the portfolio, ranked #237.

Plato Investment Management first reported a position in APO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.59M in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Plato Investment Management held 10,945 shares of Apollo Global Management worth $1.29M as of Q2 2026.
  • Plato Investment Management sold 49 Apollo Global Management shares in Q2 2026, an estimated $6.16K.
  • Apollo Global Management made up 0.07% of Plato Investment Management's portfolio in Q2 2026, its #237 holding.
  • Plato Investment Management first reported a position in Apollo Global Management in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Apollo Global Management position peaked at $1.59M in Q4 2025.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.