Rockefeller Capital Management
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Rockefeller Capital Management’s Apollo Global Management APO Stock Holding History

Rockefeller Capital 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 		$51.3M Buy
459,986
+96,193
+26% +$11.9M 0.09% 206
2025
Q4 		$52.7M Sell
363,793
-126,691
-26% -$16.8M 0.09% 204
2025
Q3 		$65.4M Buy
490,484
+177,754
+57% +$25.2M 0.13% 154
2025
Q2 		$44.4M Sell
312,730
-92,287
-23% -$12.2M 0.1% 204
2025
Q1 		$55.5M Buy
405,017
+130,613
+48% +$20.1M 0.14% 153
2024
Q4 		$45.3M Sell
274,404
-32,824
-11% -$5.2M 0.12% 170
2024
Q3 		$38.4M Sell
307,228
-1,180
-0.4% -$136K 0.1% 198
2024
Q2 		$36.4M Buy
308,408
+1,843
+0.6% +$209K 0.1% 191
2024
Q1 		$34.5M Sell
306,565
-94,458
-24% -$9.97M 0.1% 215
2023
Q4 		$37.4M Buy
401,023
+2,990
+0.8% +$264K 0.12% 181
2023
Q3 		$35.7M Sell
398,033
-81,959
-17% -$6.89M 0.14% 165
2023
Q2 		$36.9M Buy
479,992
+21,889
+5% +$1.46M 0.14% 168
2023
Q1 		$28.9M Buy
458,103
+21,270
+5% +$1.42M 0.12% 190
2022
Q4 		$27.9M Sell
436,833
-49,596
-10% -$2.95M 0.14% 168
2022
Q3 		$22.6M Sell
486,429
-3,657
-0.7% -$201K 0.12% 191
2022
Q2 		$23.8M Buy
490,086
+88,324
+22% +$4.81M 0.13% 174
2022
Q1 		$24.9M Buy
401,762
+32,478
+9% +$2.14M 0.12% 188
2021
Q4 		$26.7M Buy
369,284
+337,732
+1,070% +$24.4M 0.12% 182
2021
Q3 		$1.94M Buy
31,552
+3,953
+14% +$238K 0.01% 761
2021
Q2 		$1.72M Buy
27,599
+1,621
+6% +$89.9K 0.01% 754
2021
Q1 		$1.22M Buy
25,978
+2,182
+9% +$106K 0.01% 724
2020
Q4 		$1.17M Buy
23,796
+3,173
+15% +$142K 0.01% 655
2020
Q3 		$922K Buy
20,623
+1,758
+9% +$84.6K 0.01% 616
2020
Q2 		$942K Sell
18,865
-6,740
-26% -$296K 0.01% 558
2020
Q1 		$858K Buy
25,605
+12,716
+99% +$546K 0.01% 506
2019
Q4 		$615K Sell
12,889
-5,429
-30% -$232K 0.01% 537
2019
Q3 		$693K Hold
18,318
– – 0.01% 444
2019
Q2 		$628K Buy
18,318
+1,689
+10% +$53.7K 0.01% 407
2019
Q1 		$470K Buy
16,629
+3,149
+23% +$89.5K 0.01% 483
2018
Q4 		$331K Buy
+13,480
New +$387K 0.01% 366
2018
Q3 		– Sell
-2,645
Closed -$84K – 751
2018
Q2 		$84K Buy
+2,645
New +$80.9K ﹤0.01% 397

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

Rockefeller Capital Management's APO Position: Q1 2026 in Review

Rockefeller Capital Management increased its Apollo Global Management (APO) stake by 26% in Q1 2026, buying an estimated $11.9M and bringing the position to 459,986 shares worth $51.3M. The position accounts for 0.09% of the portfolio, ranked #206.

Rockefeller Capital Management first reported a position in APO in Q2 2018 and has held it in 31 quarters since. The position peaked at $65.4M in Q3 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Rockefeller Capital Management held 459,986 shares of Apollo Global Management worth $51.3M as of Q1 2026.
  • Rockefeller Capital Management bought 96,193 Apollo Global Management shares in Q1 2026, an estimated $11.9M.
  • Apollo Global Management made up 0.09% of Rockefeller Capital Management's portfolio in Q1 2026, its #206 holding.
  • Rockefeller Capital Management first reported a position in Apollo Global Management in Q2 2018 and has held it in 31 quarters since.
  • Rockefeller Capital Management's Apollo Global Management position peaked at $65.4M in Q3 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.