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Robertson Stephens Wealth Management’s Apollo Global Management APO Stock Holding History

Robertson Stephens 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 		– Sell
-3,379
Closed -$376K – 647
2026
Q1 		$376K Buy
3,379
+26
+0.8% +$3.22K 0.01% 463
2025
Q4 		$485K Hold
3,353
– – 0.01% 433
2025
Q3 		$447K Buy
3,353
+683
+26% +$96.7K 0.01% 376
2025
Q2 		$379K Buy
+2,670
New +$354K 0.01% 421

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

Robertson Stephens Wealth Management's APO Position: Q2 2026 in Review

Robertson Stephens Wealth Management sold out of Apollo Global Management (APO) in Q2 2026, closing a stake of 3,379 shares — an estimated $376K sold.

Robertson Stephens Wealth Management first reported a position in APO in Q2 2025 and held it in 4 quarters. The position peaked at $485K in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Robertson Stephens Wealth Management reported no remaining Apollo Global Management position as of Q2 2026 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 3,379 Apollo Global Management shares in Q2 2026, an estimated $376K.
  • Robertson Stephens Wealth Management first reported a position in Apollo Global Management in Q2 2025 and held it in 4 quarters.
  • Robertson Stephens Wealth Management's Apollo Global Management position peaked at $485K in Q4 2025.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.