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Winthrop Partners - WNY’s Apollo Global Management APO Stock Holding History

Winthrop Partners - WNY’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 		$945K Buy
7,991
+78
+1% +$9.81K 0.47% 46
2026
Q1 		$882K Buy
7,913
+31
+0.4% +$3.84K 0.47% 46
2025
Q4 		$1.14M Buy
+7,882
New +$1.05M 0.61% 42

Other funds holding APO

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Winthrop Partners - WNY's APO Position: Q2 2026 in Review

Winthrop Partners - WNY increased its Apollo Global Management (APO) stake by 0.99% in Q2 2026, buying an estimated $9.81K and bringing the position to 7,991 shares worth $945K. The position accounts for 0.47% of the portfolio, ranked #46.

Winthrop Partners - WNY first reported a position in APO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.14M in Q4 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Winthrop Partners - WNY held 7,991 shares of Apollo Global Management worth $945K as of Q2 2026.
  • Winthrop Partners - WNY bought 78 Apollo Global Management shares in Q2 2026, an estimated $9.81K.
  • Apollo Global Management made up 0.47% of Winthrop Partners - WNY's portfolio in Q2 2026, its #46 holding.
  • Winthrop Partners - WNY first reported a position in Apollo Global Management in Q4 2025 and has held it in 3 quarters since.
  • Winthrop Partners - WNY's Apollo Global Management position peaked at $1.14M in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.