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Spinnaker Trust’s Apollo Global Management APO Stock Holding History

Spinnaker Trust’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 		$6.02M Buy
50,900
+2,745
+6% +$345K 0.29% 68
2026
Q1 		$5.37M Buy
48,155
+5,561
+13% +$689K 0.3% 72
2025
Q4 		$6.17M Buy
42,594
+1,262
+3% +$168K 0.33% 69
2025
Q3 		$5.51M Buy
41,332
+3,663
+10% +$519K 0.31% 74
2025
Q2 		$5.34M Buy
37,669
+19,745
+110% +$2.62M 0.32% 72
2025
Q1 		$2.45M Buy
+17,924
New +$2.76M 0.16% 99

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 $3.37T AUM 44.26% 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

Spinnaker Trust's APO Position: Q2 2026 in Review

Spinnaker Trust increased its Apollo Global Management (APO) stake by 5.7% in Q2 2026, buying an estimated $345K and bringing the position to 50,900 shares worth $6.02M. The position accounts for 0.29% of the portfolio, ranked #68.

Spinnaker Trust first reported a position in APO in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.17M in Q4 2025. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Spinnaker Trust held 50,900 shares of Apollo Global Management worth $6.02M as of Q2 2026.
  • Spinnaker Trust bought 2,745 Apollo Global Management shares in Q2 2026, an estimated $345K.
  • Apollo Global Management made up 0.29% of Spinnaker Trust's portfolio in Q2 2026, its #68 holding.
  • Spinnaker Trust first reported a position in Apollo Global Management in Q1 2025 and has held it in 6 quarters since.
  • Spinnaker Trust's Apollo Global Management position peaked at $6.17M in Q4 2025.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Spinnaker Trust's 13F filing for Q2 2026, filed 3 Aug 2026.