Focus Partners Wealth
APO icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Focus Partners Wealth's APO Position: Q1 2026 in Review

Focus Partners Wealth increased its Apollo Global Management (APO) stake by 132% in Q1 2026, buying an estimated $229M and bringing the position to 3,254,362 shares worth $363M. The position accounts for 0.4% of the portfolio, ranked #52.

Focus Partners Wealth first reported a position in APO in Q4 2023 and has held it in 10 quarters since. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Focus Partners Wealth held 3,254,362 shares of Apollo Global Management worth $363M as of Q1 2026.
  • Focus Partners Wealth bought 1,849,786 Apollo Global Management shares in Q1 2026, an estimated $229M.
  • Apollo Global Management made up 0.4% of Focus Partners Wealth's portfolio in Q1 2026, its #52 holding.
  • Focus Partners Wealth first reported a position in Apollo Global Management in Q4 2023 and has held it in 10 quarters since.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.