Focus Partners Wealth
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Focus Partners Wealth’s Apollo Global Management APO Stock Holding History

Focus Partners Wealth’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 		$195M Sell
1,645,757
-1,608,605
-49% -$202M 0.2% 103
2026
Q1 		$363M Buy
3,254,362
+1,849,786
+132% +$229M 0.4% 52
2025
Q4 		$203M Buy
1,404,576
+1,351,778
+2,560% +$180M 0.23% 92
2025
Q3 		$6.94M Buy
52,798
+1,015
+2% +$144K 0.01% 660
2025
Q2 		$7.35M Buy
51,783
+4,426
+9% +$587K 0.02% 565
2025
Q1 		$6.49M Buy
47,357
+3,726
+9% +$573K 0.02% 559
2024
Q4 		$7.21M Buy
43,631
+13,472
+45% +$2.13M 0.02% 536
2024
Q3 		$3.77M Buy
30,159
+1,140
+4% +$132K 0.01% 628
2024
Q2 		$3.43M Buy
29,019
+1,924
+7% +$218K 0.01% 564
2024
Q1 		$3.05M Buy
27,095
+2,346
+9% +$248K 0.02% 415
2023
Q4 		$2.31M Buy
+24,749
New +$2.19M 0.03% 332

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

Focus Partners Wealth's APO Position: Q2 2026 in Review

Focus Partners Wealth reduced its Apollo Global Management (APO) stake by 49% in Q2 2026, selling an estimated $202M and leaving 1,645,757 shares worth $195M. The position accounts for 0.2% of the portfolio, ranked #103.

Focus Partners Wealth first reported a position in APO in Q4 2023 and has held it in 11 quarters since. The position peaked at $363M in Q1 2026. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Focus Partners Wealth held 1,645,757 shares of Apollo Global Management worth $195M as of Q2 2026.
  • Focus Partners Wealth sold 1,608,605 Apollo Global Management shares in Q2 2026, an estimated $202M.
  • Apollo Global Management made up 0.2% of Focus Partners Wealth's portfolio in Q2 2026, its #103 holding.
  • Focus Partners Wealth first reported a position in Apollo Global Management in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Apollo Global Management position peaked at $363M in Q1 2026.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.