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

Forefront Wealth Partners’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 		$403K Sell
3,408
-629
-16% -$79.1K 0.12% 124
2026
Q1 		$450K Buy
+4,037
New +$500K 0.19% 105

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

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

Forefront Wealth Partners reduced its Apollo Global Management (APO) stake by 16% in Q2 2026, selling an estimated $79.1K and leaving 3,408 shares worth $403K. The position accounts for 0.12% of the portfolio, ranked #124.

Forefront Wealth Partners first reported a position in APO in Q1 2026 and has held it in 2 quarters since. The position peaked at $450K in Q1 2026. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Forefront Wealth Partners held 3,408 shares of Apollo Global Management worth $403K as of Q2 2026.
  • Forefront Wealth Partners sold 629 Apollo Global Management shares in Q2 2026, an estimated $79.1K.
  • Apollo Global Management made up 0.12% of Forefront Wealth Partners's portfolio in Q2 2026, its #124 holding.
  • Forefront Wealth Partners first reported a position in Apollo Global Management in Q1 2026 and has held it in 2 quarters since.
  • Forefront Wealth Partners's Apollo Global Management position peaked at $450K in Q1 2026.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.