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

Rakuten 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	$8.39M	Buy	73,021 +5,557	+8%	+$699K	0.02%	217
2026 Q1	$7.42M	Buy	67,464 +7,576	+13%	+$939K	0.02%	201
2025 Q4	$8.82M	Buy	59,888 +34,828	+139%	+$4.63M	0.03%	185
2025 Q3	$8.89M	Buy	+25,060	New	+$3.55M	0.03%	157
2025 Q1	$5.4M	Buy	+39,451	New	+$6.07M	0.02%	194
2024 Q3	$917K	Buy	7,287 +1,817	+33%	+$210K	0.01%	362
2024 Q2	$645K	Buy	5,470 +2,032	+59%	+$231K	﹤0.01%	356
2024 Q1	$387K	Buy	3,438 +3,153	+1,106%	+$333K	﹤0.01%	371
2023 Q4	$26.9K	Buy	+285	New	+$25.2K	﹤0.01%	399

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 $3.38T AUM 44.17% 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

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

Rakuten Investment Management increased its Apollo Global Management (APO) stake by 8.2% in Q2 2026, buying an estimated $699K and bringing the position to 73,021 shares worth $8.39M. The position accounts for 0.02% of the portfolio, ranked #217.

Rakuten Investment Management first reported a position in APO in Q4 2023 and has held it in 9 quarters since. The position peaked at $8.89M in Q3 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Rakuten Investment Management held 73,021 shares of Apollo Global Management worth $8.39M as of Q2 2026.
Rakuten Investment Management bought 5,557 Apollo Global Management shares in Q2 2026, an estimated $699K.
Apollo Global Management made up 0.02% of Rakuten Investment Management's portfolio in Q2 2026, its #217 holding.
Rakuten Investment Management first reported a position in Apollo Global Management in Q4 2023 and has held it in 9 quarters since.
Rakuten Investment Management's Apollo Global Management position peaked at $8.89M in Q3 2025.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.