Select Equity Group’s Apollo Global Management APO Stock Holding History

Select Equity Group’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	$137M	Buy	1,154,448 +240,463	+26%	+$30.2M	0.68%	47
2026 Q1	$102M	Buy	913,985 +186,428	+26%	+$23.1M	0.52%	48
2025 Q4	$105M	Buy	727,557 +30,199	+4%	+$4.01M	0.45%	46
2025 Q3	$92.9M	Buy	697,358 +8,146	+1%	+$1.15M	0.38%	60
2025 Q2	$97.8M	Buy	689,212 +238,327	+53%	+$31.6M	0.41%	55
2025 Q1	$61.7M	Sell	450,885 -493,240	-52%	-$75.8M	0.27%	65
2024 Q4	$156M	Sell	944,125 -1,398,847	-60%	-$222M	0.62%	47
2024 Q3	$293M	Sell	2,342,972 -263,509	-10%	-$30.4M	1.05%	29
2024 Q2	$308M	Sell	2,606,481 -93,253	-3%	-$10.6M	1.21%	29
2024 Q1	$304M	Sell	2,699,734 -814,514	-23%	-$86M	1.07%	30
2023 Q4	$327M	Sell	3,514,248 -451,900	-11%	-$39.9M	1.17%	29
2023 Q3	$356M	Sell	3,966,148 -998,921	-20%	-$84M	1.46%	21
2023 Q2	$381M	Sell	4,965,069 -725,668	-13%	-$48.5M	1.42%	22
2023 Q1	$359M	Buy	5,690,737 +34,853	+0.6%	+$2.33M	1.28%	28
2022 Q4	$361M	Buy	5,655,884 +488,026	+9%	+$29M	1.36%	28
2022 Q3	$240M	Buy	5,167,858 +254,068	+5%	+$14M	0.84%	37
2022 Q2	$238M	Buy	4,913,790 +395,513	+9%	+$21.5M	0.76%	40
2022 Q1	$280M	Buy	4,518,277 +795,863	+21%	+$52.3M	0.91%	35
2021 Q4	$270M	Buy	3,722,414 +3,087,922	+487%	+$223M	0.74%	42
2021 Q3	$39.1M	Sell	634,492 -144,696	-19%	-$8.7M	0.13%	82
2021 Q2	$48.5M	Sell	779,188 -194,753	-20%	-$10.8M	0.17%	78
2021 Q1	$45.8M	Buy	973,941 +38,955	+4%	+$1.9M	0.17%	81
2020 Q4	$45.8M	Buy	934,986 +632,611	+209%	+$28.2M	0.19%	68
2020 Q3	$13.5M	Buy	302,375 +26,060	+9%	+$1.25M	0.07%	94
2020 Q2	$13.8M	Sell	276,315 -749,604	-73%	-$32.9M	0.08%	90
2020 Q1	$34.4M	Buy	1,025,919 +51,838	+5%	+$2.23M	0.24%	70
2019 Q4	$46.5M	Buy	974,081 +117,186	+14%	+$5M	0.29%	63
2019 Q3	$32.4M	Sell	856,895 -268,034	-24%	-$9.75M	0.22%	72
2019 Q2	$38.6M	Sell	1,124,929 -63,712	-5%	-$2.02M	0.26%	61
2019 Q1	$33.6M	Sell	1,188,641 -78,620	-6%	-$2.24M	0.23%	64
2018 Q4	$31.1M	Buy	1,267,261 +808,162	+176%	+$23.2M	0.23%	64
2018 Q3	$15.9M	Buy	+459,099	New	+$16M	0.12%	79
2016 Q1	–	Sell	-312,351	Closed	-$4.74M	–	93
2015 Q4	$4.74M	Sell	312,351 -38,441	-11%	-$657K	0.05%	101
2015 Q3	$6.03M	Sell	350,792 -10,349	-3%	-$206K	0.06%	101
2015 Q2	$8M	Buy	361,141 +9,415	+3%	+$207K	0.07%	94
2015 Q1	$7.6M	Buy	351,726 +8,234	+2%	+$192K	0.07%	93
2014 Q4	$8.1M	Buy	343,492 +35,740	+12%	+$824K	0.08%	94
2014 Q3	$7.34M	Buy	307,752 +113,490	+58%	+$2.84M	0.08%	94
2014 Q2	$5.38M	Buy	+194,262	New	+$5.28M	0.05%	98

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 $3.37T AUM 44.26% 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

Select Equity Group's APO Position: Q2 2026 in Review

Select Equity Group increased its Apollo Global Management (APO) stake by 26% in Q2 2026, buying an estimated $30.2M and bringing the position to 1,154,448 shares worth $137M. The position accounts for 0.68% of the portfolio, ranked #47.

Select Equity Group first reported a position in APO in Q2 2014 and has held it in 39 quarters since. The position peaked at $381M in Q2 2023. 1,178 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Select Equity Group held 1,154,448 shares of Apollo Global Management worth $137M as of Q2 2026.
Select Equity Group bought 240,463 Apollo Global Management shares in Q2 2026, an estimated $30.2M.
Apollo Global Management made up 0.68% of Select Equity Group's portfolio in Q2 2026, its #47 holding.
Select Equity Group first reported a position in Apollo Global Management in Q2 2014 and has held it in 39 quarters since.
Select Equity Group's Apollo Global Management position peaked at $381M in Q2 2023.
1,178 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Select Equity Group's 13F filing for Q2 2026, filed 14 Aug 2026.