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Swan Capital’s Apollo Global Management APO Stock Holding History

Swan Capital’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 		$592 Buy
+5
New +$629 ﹤0.01% 505
2025
Q3 		– Sell
-10
Closed -$1.43K – 496
2025
Q2 		$1.43K Buy
10
+5
+100% +$663 ﹤0.01% 351
2025
Q1 		$687 Hold
5
– – ﹤0.01% 307
2024
Q4 		$826 Buy
+5
New +$792 ﹤0.01% 293

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

Swan Capital's APO Position: Q2 2026 in Review

Swan Capital opened a new position in Apollo Global Management (APO) in Q2 2026: 5 shares worth $592. The stake represents ﹤0.01% of the portfolio and ranks #505 among its holdings. This is a return to the name: Swan Capital previously reported a position in APO as recently as Q2 2025.

Swan Capital first reported a position in APO in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.43K in Q2 2025. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Swan Capital held 5 shares of Apollo Global Management worth $592 as of Q2 2026.
  • Apollo Global Management was a new Swan Capital position in Q2 2026.
  • Apollo Global Management made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #505 holding.
  • Swan Capital first reported a position in Apollo Global Management in Q4 2024 and has held it in 4 quarters since.
  • Swan Capital's Apollo Global Management position peaked at $1.43K in Q2 2025.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.