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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Rakuten Investment Management's APO Position: Q1 2026 in Review

Rakuten Investment Management increased its Apollo Global Management (APO) stake by 13% in Q1 2026, buying an estimated $939K and bringing the position to 67,464 shares worth $7.42M. The position accounts for 0.02% of the portfolio, ranked #201.

Rakuten Investment Management first reported a position in APO in Q4 2023 and has held it in 8 quarters since. The position peaked at $8.89M in Q3 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Rakuten Investment Management held 67,464 shares of Apollo Global Management worth $7.42M as of Q1 2026.
  • Rakuten Investment Management bought 7,576 Apollo Global Management shares in Q1 2026, an estimated $939K.
  • Apollo Global Management made up 0.02% of Rakuten Investment Management's portfolio in Q1 2026, its #201 holding.
  • Rakuten Investment Management first reported a position in Apollo Global Management in Q4 2023 and has held it in 8 quarters since.
  • Rakuten Investment Management's Apollo Global Management position peaked at $8.89M in Q3 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.