Shepherd Financial Partners’s Apollo Global Management APO Stock Holding History

Shepherd Financial Partners’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	$242K	Sell	2,043 -759	-27%	-$95.4K	0.02%	232
2026 Q1	$312K	Sell	2,802 -2,772	-50%	-$344K	0.03%	200
2025 Q4	$807K	Sell	5,574 -21	-0.4%	-$2.79K	0.07%	123
2025 Q3	$746K	Buy	5,595 +2	+0%	+$283	0.07%	126
2025 Q2	$794K	Buy	5,593 +139	+3%	+$18.4K	0.08%	121
2025 Q1	$747K	Buy	5,454 +962	+21%	+$148K	0.09%	127
2024 Q4	$742K	Buy	4,492 +584	+15%	+$92.5K	0.09%	115
2024 Q3	$488K	Hold	3,908	–	–	0.06%	148
2024 Q2	$461K	Hold	3,908	–	–	0.06%	149
2024 Q1	$439K	Buy	3,908 +8	+0.2%	+$844	0.06%	161
2023 Q4	$363K	Sell	3,900 -200	-5%	-$17.7K	0.05%	166
2023 Q3	$368K	Hold	4,100	–	–	0.06%	153
2023 Q2	$315K	Buy	+4,100	New	+$274K	0.05%	157

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

Shepherd Financial Partners's APO Position: Q2 2026 in Review

Shepherd Financial Partners reduced its Apollo Global Management (APO) stake by 27% in Q2 2026, selling an estimated $95.4K and leaving 2,043 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #232.

Shepherd Financial Partners first reported a position in APO in Q2 2023 and has held it in 13 quarters since. The position peaked at $807K in Q4 2025. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Shepherd Financial Partners held 2,043 shares of Apollo Global Management worth $242K as of Q2 2026.
Shepherd Financial Partners sold 759 Apollo Global Management shares in Q2 2026, an estimated $95.4K.
Apollo Global Management made up 0.02% of Shepherd Financial Partners's portfolio in Q2 2026, its #232 holding.
Shepherd Financial Partners first reported a position in Apollo Global Management in Q2 2023 and has held it in 13 quarters since.
Shepherd Financial Partners's Apollo Global Management position peaked at $807K in Q4 2025.
1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.