Ritholtz Wealth Management’s Apollo Global Management APO Stock Holding History

Ritholtz Wealth 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	$203K	Buy	+1,715	New	+$216K	﹤0.01%	1240
2026 Q1	–	Sell	-3,742	Closed	-$542K	–	1197
2025 Q4	$542K	Buy	3,742 +309	+9%	+$41K	0.01%	696
2025 Q3	$458K	Buy	3,433 +6	+0.2%	+$849	0.01%	708
2025 Q2	$486K	Buy	3,427 +718	+27%	+$95.2K	0.01%	650
2025 Q1	$371K	Buy	2,709 +1,323	+95%	+$203K	0.01%	678
2024 Q4	$229K	Buy	+1,386	New	+$220K	0.01%	785

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

Ritholtz Wealth Management's APO Position: Q2 2026 in Review

Ritholtz Wealth Management opened a new position in Apollo Global Management (APO) in Q2 2026: 1,715 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1240 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in APO as recently as Q4 2025.

Ritholtz Wealth Management first reported a position in APO in Q4 2024 and has held it in 6 quarters since. The position peaked at $542K in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Ritholtz Wealth Management held 1,715 shares of Apollo Global Management worth $203K as of Q2 2026.
Apollo Global Management was a new Ritholtz Wealth Management position in Q2 2026.
Apollo Global Management made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1240 holding.
Ritholtz Wealth Management first reported a position in Apollo Global Management in Q4 2024 and has held it in 6 quarters since.
Ritholtz Wealth Management's Apollo Global Management position peaked at $542K in Q4 2025.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.