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Rothschild Investment LLC’s Apollo Global Management APO Stock Holding History

Rothschild Investment LLC’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 		$1.82M Buy
15,420
+6,634
+76% +$834K 0.07% 266
2026
Q1 		$979K Sell
8,786
-23
-0.3% -$2.85K 0.05% 277
2025
Q4 		$1.28M Sell
8,809
-37,119
-81% -$4.93M 0.07% 215
2025
Q3 		$6.12M Sell
45,928
-428
-0.9% -$60.6K 0.35% 70
2025
Q2 		$6.58M Sell
46,356
-5,585
-11% -$741K 0.41% 59
2025
Q1 		$7.11M Sell
51,941
-127
-0.2% -$19.5K 0.48% 58
2024
Q4 		$8.6M Buy
52,068
+35,237
+209% +$5.58M 0.56% 46
2024
Q3 		$2.1M Sell
16,831
-164
-1% -$18.9K 0.14% 142
2024
Q2 		$2.01M Sell
16,995
-257
-1% -$29.2K 0.14% 133
2024
Q1 		$1.94M Buy
17,252
+13,652
+379% +$1.44M 0.14% 135
2023
Q4 		$336K Sell
3,600
-13,749
-79% -$1.21M 0.03% 344
2023
Q3 		$1.56M Sell
17,349
-348
-2% -$29.3K 0.13% 152
2023
Q2 		$1.36M Hold
17,697
– – 0.11% 176
2023
Q1 		$1.12M Hold
17,697
– – 0.1% 198
2022
Q4 		$1.13M Buy
17,697
+250
+1% +$14.8K 0.1% 189
2022
Q3 		$811K Sell
17,447
-8,647
-33% -$475K 0.08% 231
2022
Q2 		$1.27M Buy
26,094
+21
+0.1% +$1.14K 0.12% 180
2022
Q1 		$1.62M Buy
26,073
+13,459
+107% +$885K 0.13% 160
2021
Q4 		$913K Buy
12,614
+650
+5% +$46.9K 0.07% 238
2021
Q3 		$737K Hold
11,964
– – 0.06% 251
2021
Q2 		$745K Buy
11,964
+1,000
+9% +$55.5K 0.06% 259
2021
Q1 		$516K Buy
10,964
+379
+4% +$18.4K 0.04% 301
2020
Q4 		$518K Buy
10,585
+500
+5% +$22.3K 0.05% 279
2020
Q3 		$451K Hold
10,085
– – 0.05% 273
2020
Q2 		$503K Hold
10,085
– – 0.06% 247
2020
Q1 		$338K Buy
10,085
+1,108
+12% +$47.6K 0.04% 295
2019
Q4 		$428K Sell
8,977
-66,650
-88% -$2.84M 0.04% 314
2019
Q3 		$2.86M Sell
75,627
-4,950
-6% -$180K 0.33% 87
2019
Q2 		$2.76M Buy
80,577
+400
+0.5% +$12.7K 0.33% 90
2019
Q1 		$2.27M Hold
80,177
– – 0.27% 106
2018
Q4 		$1.97M Sell
80,177
-1,400
-2% -$40.2K 0.26% 101
2018
Q3 		$2.82M Buy
81,577
+4
+0% +$139 0.33% 84
2018
Q2 		$2.6M Buy
81,573
+3
+0% +$92 0.33% 85
2018
Q1 		$2.42M Sell
81,570
-294
-0.4% -$9.89K 0.31% 84
2017
Q4 		$2.74M Buy
81,864
+4
+0% +$125 0.3% 81
2017
Q3 		$2.46M Buy
81,860
+300
+0.4% +$8.64K 0.28% 84
2017
Q2 		$2.16M Buy
+81,560
New +$2.17M 0.24% 101

Other funds holding APO

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return
OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return

Rothschild Investment LLC's APO Position: Q2 2026 in Review

Rothschild Investment LLC increased its Apollo Global Management (APO) stake by 76% in Q2 2026, buying an estimated $834K and bringing the position to 15,420 shares worth $1.82M. The position accounts for 0.07% of the portfolio, ranked #266.

Rothschild Investment LLC first reported a position in APO in Q2 2017 and has held it in 37 quarters since. The position peaked at $8.6M in Q4 2024. 564 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Rothschild Investment LLC held 15,420 shares of Apollo Global Management worth $1.82M as of Q2 2026.
  • Rothschild Investment LLC bought 6,634 Apollo Global Management shares in Q2 2026, an estimated $834K.
  • Apollo Global Management made up 0.07% of Rothschild Investment LLC's portfolio in Q2 2026, its #266 holding.
  • Rothschild Investment LLC first reported a position in Apollo Global Management in Q2 2017 and has held it in 37 quarters since.
  • Rothschild Investment LLC's Apollo Global Management position peaked at $8.6M in Q4 2024.
  • 564 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.