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Richard W. Paul & Associates’s Apollo Global Management APO Stock Holding History

Richard W. Paul & 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 		$1.08M Buy
9,167
+1,117
+14% +$140K 0.33% 84
2026
Q1 		$897K Buy
8,050
+466
+6% +$57.8K 0.3% 91
2025
Q4 		$1.1M Buy
+7,584
New +$1.01M 0.36% 73

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

Richard W. Paul & Associates's APO Position: Q2 2026 in Review

Richard W. Paul & Associates increased its Apollo Global Management (APO) stake by 14% in Q2 2026, buying an estimated $140K and bringing the position to 9,167 shares worth $1.08M. The position accounts for 0.33% of the portfolio, ranked #84.

Richard W. Paul & Associates first reported a position in APO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.1M in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Richard W. Paul & Associates held 9,167 shares of Apollo Global Management worth $1.08M as of Q2 2026.
  • Richard W. Paul & Associates bought 1,117 Apollo Global Management shares in Q2 2026, an estimated $140K.
  • Apollo Global Management made up 0.33% of Richard W. Paul & Associates's portfolio in Q2 2026, its #84 holding.
  • Richard W. Paul & Associates first reported a position in Apollo Global Management in Q4 2025 and has held it in 3 quarters since.
  • Richard W. Paul & Associates's Apollo Global Management position peaked at $1.1M in Q4 2025.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.