MPWT
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MassMutual Private Wealth & Trust’s Apollo Global Management APO Stock Holding History

MassMutual Private Wealth & 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 		$203K Buy
1,720
+181
+12% +$22.8K 0.01% 448
2026
Q1 		$171K Sell
1,539
-182
-11% -$22.6K ﹤0.01% 459
2025
Q4 		$249K Buy
1,721
+94
+6% +$12.5K 0.01% 408
2025
Q3 		$217K Buy
1,627
+64
+4% +$9.06K 0.01% 431
2025
Q2 		$222K Buy
1,563
+464
+42% +$61.5K 0.01% 424
2025
Q1 		$150K Buy
1,099
+278
+34% +$42.7K ﹤0.01% 478
2024
Q4 		$136K Buy
821
+514
+167% +$81.4K ﹤0.01% 518
2024
Q3 		$38.3K Sell
307
-157
-34% -$18.1K ﹤0.01% 734
2024
Q2 		$54.8K Buy
464
+346
+293% +$39.3K ﹤0.01% 624
2024
Q1 		$13.3K Buy
118
+7
+6% +$739 ﹤0.01% 951
2023
Q4 		$10.3K Buy
111
+3
+3% +$265 ﹤0.01% 1008
2023
Q3 		$9.69K Buy
108
+3
+3% +$252 ﹤0.01% 1015
2023
Q2 		$8.06K Sell
105
-14
-12% -$936 ﹤0.01% 1031
2023
Q1 		$7.52K Buy
119
+19
+19% +$1.27K ﹤0.01% 1027
2022
Q4 		$6K Buy
100
+16
+19% +$950 ﹤0.01% 914
2022
Q3 		$4K Buy
84
+81
+2,700% +$4.45K ﹤0.01% 982
2022
Q2 		$0 Buy
+3
New +$163 ﹤0.01% 1501
2016
Q1 		– Sell
-1,262
Closed -$19.2K – 822
2015
Q4 		$19.2K Buy
+1,262
New +$21.6K ﹤0.01% 427

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

MassMutual Private Wealth & Trust's APO Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Apollo Global Management (APO) stake by 12% in Q2 2026, buying an estimated $22.8K and bringing the position to 1,720 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #448.

MassMutual Private Wealth & Trust first reported a position in APO in Q4 2015 and has held it in 18 quarters since. The position peaked at $249K in Q4 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,720 shares of Apollo Global Management worth $203K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 181 Apollo Global Management shares in Q2 2026, an estimated $22.8K.
  • Apollo Global Management made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #448 holding.
  • MassMutual Private Wealth & Trust first reported a position in Apollo Global Management in Q4 2015 and has held it in 18 quarters since.
  • MassMutual Private Wealth & Trust's Apollo Global Management position peaked at $249K in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.