McCarter Private Wealth Services’s Apollo Global Management APO Stock Holding History

McCarter Private Wealth Services’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 Q3	$401K	Buy	+3,456	New	+$439K	0.14%	123

Other funds holding APO

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

McCarter Private Wealth Services's APO Position: Q3 2026 in Review

McCarter Private Wealth Services opened a new position in Apollo Global Management (APO) in Q3 2026: 3,456 shares worth $401K. The stake represents 0.14% of the portfolio and ranks #123 among its holdings.

252 funds tracked by Wall St. Rank hold APO as of Q3 2026.

McCarter Private Wealth Services held 3,456 shares of Apollo Global Management worth $401K as of Q3 2026.
Apollo Global Management was a new McCarter Private Wealth Services position in Q3 2026.
Apollo Global Management made up 0.14% of McCarter Private Wealth Services's portfolio in Q3 2026, its #123 holding.
252 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.