True North Advisors’s Apollo Global Management APO Stock Holding History

True North Advisors’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	$2.02M	Buy	+17,102	New	+$2.15M	0.19%	78
2025 Q2	–	Sell	-15,311	Closed	-$2.1M	–	226
2025 Q1	$2.1M	Buy	+15,311	New	+$2.35M	0.37%	63
2024 Q4	–	Sell	-29,121	Closed	-$3.64M	–	189
2024 Q3	$3.64M	Sell	29,121 -792	-3%	-$91.4K	0.95%	18
2024 Q2	$3.53M	Buy	29,913 +92	+0.3%	+$10.4K	0.94%	15
2024 Q1	$3.35M	Sell	29,821 -1,304	-4%	-$138K	0.93%	16
2023 Q4	$2.9M	Buy	+31,125	New	+$2.75M	0.74%	18
2023 Q2	–	Sell	-31,687	Closed	-$2M	–	206
2023 Q1	$2M	Sell	31,687 -2,536	-7%	-$170K	0.59%	40
2022 Q4	$2.18M	Buy	+34,223	New	+$2.03M	0.74%	31

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

True North Advisors's APO Position: Q2 2026 in Review

True North Advisors opened a new position in Apollo Global Management (APO) in Q2 2026: 17,102 shares worth $2.02M. The stake represents 0.19% of the portfolio and ranks #78 among its holdings. This is a return to the name: True North Advisors previously reported a position in APO as recently as Q1 2025.

True North Advisors first reported a position in APO in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.64M in Q3 2024. 1,176 funds tracked by Wall St. Rank hold APO as of Q2 2026.

True North Advisors held 17,102 shares of Apollo Global Management worth $2.02M as of Q2 2026.
Apollo Global Management was a new True North Advisors position in Q2 2026.
Apollo Global Management made up 0.19% of True North Advisors's portfolio in Q2 2026, its #78 holding.
True North Advisors first reported a position in Apollo Global Management in Q4 2022 and has held it in 8 quarters since.
True North Advisors's Apollo Global Management position peaked at $3.64M in Q3 2024.
1,176 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.