Washington Trust Advisors’s Apollo Global Management APO Stock Holding History

Washington Trust 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	$36.4K	Buy	308 +12	+4%	+$1.51K	﹤0.01%	408
2026 Q1	$33K	Sell	296 -76	-20%	-$9.42K	﹤0.01%	398
2025 Q4	$53.9K	Buy	372 +118	+46%	+$15.7K	﹤0.01%	352
2025 Q3	$33.9K	Hold	254	–	–	﹤0.01%	391
2025 Q2	$36K	Buy	254 +7	+3%	+$928	﹤0.01%	351
2025 Q1	$33.8K	Sell	247 -12	-5%	-$1.84K	﹤0.01%	352
2024 Q4	$42.8K	Sell	259 -145	-36%	-$23K	﹤0.01%	343
2024 Q3	$50.5K	Sell	404 -16	-4%	-$1.85K	﹤0.01%	317
2024 Q2	$49.6K	Sell	420 -4	-0.9%	-$454	﹤0.01%	322
2024 Q1	$47.7K	Sell	424 -38	-8%	-$4.01K	﹤0.01%	318
2023 Q4	$43.1K	Buy	462 +4	+0.9%	+$353	﹤0.01%	329
2023 Q3	$41.1K	Hold	458	–	–	﹤0.01%	326
2023 Q2	$35.2K	Buy	458 +22	+5%	+$1.47K	﹤0.01%	329
2023 Q1	$27.5K	Sell	436 -3	-0.7%	-$201	﹤0.01%	376
2022 Q4	$28K	Sell	439 -260	-37%	-$15.4K	﹤0.01%	377
2022 Q3	$33K	Buy	699 +23	+3%	+$1.26K	﹤0.01%	445
2022 Q2	$33K	Buy	676 +104	+18%	+$5.66K	﹤0.01%	458
2022 Q1	$35K	Buy	572 +31	+6%	+$2.04K	﹤0.01%	494
2021 Q4	$39K	Buy	+541	New	+$39K	﹤0.01%	516

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 $3.38T AUM 44.17% 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

Washington Trust Advisors's APO Position: Q2 2026 in Review

Washington Trust Advisors increased its Apollo Global Management (APO) stake by 4.1% in Q2 2026, buying an estimated $1.51K and bringing the position to 308 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Washington Trust Advisors first reported a position in APO in Q4 2021 and has held it in 19 quarters since. The position peaked at $53.9K in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Washington Trust Advisors held 308 shares of Apollo Global Management worth $36.4K as of Q2 2026.
Washington Trust Advisors bought 12 Apollo Global Management shares in Q2 2026, an estimated $1.51K.
Apollo Global Management made up ﹤0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #408 holding.
Washington Trust Advisors first reported a position in Apollo Global Management in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's Apollo Global Management position peaked at $53.9K in Q4 2025.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.