VNIM
APO icon

Vaughan Nelson Investment Management’s Apollo Global Management APO Stock Holding History

Vaughan Nelson Investment Management’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
2025
Q1 		– Sell
-271,601
Closed -$44.9M – 211
2024
Q4 		$44.9M Sell
271,601
-12,280
-4% -$1.95M 0.42% 85
2024
Q3 		$35.5M Sell
283,881
-83,233
-23% -$9.61M 0.32% 103
2024
Q2 		$43.3M Sell
367,114
-4,505
-1% -$511K 0.4% 82
2024
Q1 		$41.8M Buy
371,619
+186,413
+101% +$19.7M 0.37% 93
2023
Q4 		$17.3M Buy
185,206
+52,063
+39% +$4.6M 0.17% 139
2023
Q3 		$12M Buy
133,143
+70,287
+112% +$5.91M 0.13% 143
2023
Q2 		$4.83M Buy
+62,856
New +$4.2M 0.05% 153

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM