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Waratah Capital Advisors’s Apollo Global Management APO Stock Holding History

Waratah Capital 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 		$3.13M Buy
+26,443
New +$3.33M 0.11% 107
2018
Q1 		– Sell
-6,060
Closed -$203K – 118
2017
Q4 		$203K Buy
+6,060
New +$190K 0.02% 109

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

Waratah Capital Advisors's APO Position: Q2 2026 in Review

Waratah Capital Advisors opened a new position in Apollo Global Management (APO) in Q2 2026: 26,443 shares worth $3.13M. The stake represents 0.11% of the portfolio and ranks #107 among its holdings. This is a return to the name: Waratah Capital Advisors previously reported a position in APO as recently as Q4 2017.

Waratah Capital Advisors first reported a position in APO in Q4 2017 and has held it in 2 quarters since. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Waratah Capital Advisors held 26,443 shares of Apollo Global Management worth $3.13M as of Q2 2026.
  • Apollo Global Management was a new Waratah Capital Advisors position in Q2 2026.
  • Apollo Global Management made up 0.11% of Waratah Capital Advisors's portfolio in Q2 2026, its #107 holding.
  • Waratah Capital Advisors first reported a position in Apollo Global Management in Q4 2017 and has held it in 2 quarters since.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Waratah Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.