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Whittier Trust’s Apollo Global Management APO Stock Holding History

Whittier 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 		$740K Sell
6,058
-164
-3% -$20.6K 0.01% 431
2026
Q1 		$660K Hold
6,222
– – 0.01% 408
2025
Q4 		$950K Hold
6,222
– – 0.01% 350
2025
Q3 		$783K Sell
6,222
-348
-5% -$49.3K 0.01% 377
2025
Q2 		$932K Buy
6,570
+191
+3% +$25.3K 0.01% 391
2025
Q1 		$874K Hold
6,379
– – 0.01% 400
2024
Q4 		$1.05M Sell
6,379
-153
-2% -$24.2K 0.01% 376
2024
Q3 		$816K Hold
6,532
– – 0.01% 424
2024
Q2 		$771K Sell
6,532
-351
-5% -$39.8K 0.01% 414
2024
Q1 		$774K Hold
6,883
– – 0.01% 409
2023
Q4 		$641K Sell
6,883
-9
-0.1% -$795 0.01% 430
2023
Q3 		$619K Buy
6,892
+9
+0.1% +$757 0.01% 427
2023
Q2 		$529K Hold
6,883
– – 0.01% 448
2023
Q1 		$435K Sell
6,883
-3,893
-36% -$261K 0.01% 488
2022
Q4 		$687K Sell
10,776
-461
-4% -$27.4K 0.01% 407
2022
Q3 		$523K Sell
11,237
-15
-0.1% -$824 0.01% 448
2022
Q2 		$545K Buy
11,252
+12
+0.1% +$653 0.01% 449
2022
Q1 		$697K Buy
11,240
+11,225
+74,833% +$738K 0.01% 433
2021
Q4 		$1K Hold
15
– – ﹤0.01% 1530
2021
Q3 		$1K Buy
+15
New +$901 ﹤0.01% 1442

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

Whittier Trust's APO Position: Q2 2026 in Review

Whittier Trust reduced its Apollo Global Management (APO) stake by 2.6% in Q2 2026, selling an estimated $20.6K and leaving 6,058 shares worth $740K. The position accounts for 0.01% of the portfolio, ranked #431.

Whittier Trust first reported a position in APO in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.05M in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Whittier Trust held 6,058 shares of Apollo Global Management worth $740K as of Q2 2026.
  • Whittier Trust sold 164 Apollo Global Management shares in Q2 2026, an estimated $20.6K.
  • Apollo Global Management made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #431 holding.
  • Whittier Trust first reported a position in Apollo Global Management in Q3 2021 and has held it in 20 quarters since.
  • Whittier Trust's Apollo Global Management position peaked at $1.05M in Q4 2024.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.