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Mather Group’s Apollo Global Management APO Stock Holding History

Mather Group’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 		$156K Buy
1,320
+34
+3% +$4.28K ﹤0.01% 834
2026
Q1 		$143K Buy
+1,286
New +$159K ﹤0.01% 808
2025
Q4 		– Sell
-747
Closed -$99.5K – 694
2025
Q3 		$99.5K Buy
+747
New +$106K ﹤0.01% 772
2025
Q2 		– Sell
-921
Closed -$126K – 664
2025
Q1 		$126K Buy
921
+848
+1,162% +$130K ﹤0.01% 701
2024
Q4 		$12.1K Sell
73
-1
-1% -$158 ﹤0.01% 1200
2024
Q3 		$9.19K Sell
74
-649
-90% -$74.9K ﹤0.01% 1190
2024
Q2 		$81.3K Buy
723
+645
+827% +$73.2K ﹤0.01% 862
2024
Q1 		$7.27K Buy
+78
New +$8.23K ﹤0.01% 1276

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 $3.38T AUM 44.17% 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

Mather Group's APO Position: Q2 2026 in Review

Mather Group increased its Apollo Global Management (APO) stake by 2.6% in Q2 2026, buying an estimated $4.28K and bringing the position to 1,320 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Mather Group first reported a position in APO in Q1 2024 and has held it in 8 quarters since. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Mather Group held 1,320 shares of Apollo Global Management worth $156K as of Q2 2026.
  • Mather Group bought 34 Apollo Global Management shares in Q2 2026, an estimated $4.28K.
  • Apollo Global Management made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #834 holding.
  • Mather Group first reported a position in Apollo Global Management in Q1 2024 and has held it in 8 quarters since.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.