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Timothy G. Youngquist 2020 Irrevocable Trust’s Apollo Global Management APO Stock Holding History

Timothy G. Youngquist 2020 Irrevocable 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 		– Sell
-166
Closed -$18.5K – 146
2026
Q1 		$18.5K Buy
+166
New +$20.6K 0.01% 320

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's APO Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Apollo Global Management (APO) in Q2 2026, closing a stake of 166 shares — an estimated $18.5K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in APO in Q1 2026 and held it in 1 quarter. The position peaked at $18.5K in Q1 2026. 1,102 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Apollo Global Management position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 166 Apollo Global Management shares in Q2 2026, an estimated $18.5K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Apollo Global Management in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Apollo Global Management position peaked at $18.5K in Q1 2026.
  • 1,102 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.