MFS
APO icon

Mirabella Financial Services’s Apollo Global Management APO Stock Holding History

Mirabella Financial 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
Q2 		$1.22M Buy
+10,315
New +$1.3M 0.12% 77
2026
Q1 		– Sell
-1,866
Closed -$270K – 909
2025
Q4 		$270K Sell
1,866
-16,303
-90% -$2.17M 0.03% 499
2025
Q3 		$2.42M Buy
+18,169
New +$2.57M 0.21% 105
2025
Q2 		– Sell
-350,000
Closed -$47.9M – 213
2025
Q1 		$47.9M Buy
+350,000
New +$53.8M 1.95% 12
2024
Q3 		– Sell
-10,451
Closed -$1.23M – 178
2024
Q2 		$1.23M Buy
10,451
+7,340
+236% +$833K 0.09% 126
2024
Q1 		$351K Buy
+3,111
New +$328K 0.03% 363
2023
Q4 		– Sell
-92,567
Closed -$8.31M – 429
2023
Q3 		$8.31M Buy
+92,567
New +$7.78M 1.15% 17
2023
Q1 		– Sell
-3,250
Closed -$207K – 394
2022
Q4 		$207K Sell
3,250
-7,681
-70% -$456K 0.02% 319
2022
Q3 		$521K Sell
10,931
-5,348
-33% -$294K 0.05% 163
2022
Q2 		$789K Sell
16,279
-988
-6% -$53.8K 0.08% 187
2022
Q1 		$1.07M Sell
17,267
-13,203
-43% -$868K 0.12% 154
2021
Q4 		$2.21M Buy
30,470
+14,444
+90% +$1.04M 0.22% 106
2021
Q3 		$987K Buy
+16,026
New +$963K 0.13% 161

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

Mirabella Financial Services's APO Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in Apollo Global Management (APO) in Q2 2026: 10,315 shares worth $1.22M. The stake represents 0.12% of the portfolio and ranks #77 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in APO as recently as Q4 2025.

Mirabella Financial Services first reported a position in APO in Q3 2021 and has held it in 13 quarters since. The position peaked at $47.9M in Q1 2025. 1,176 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Mirabella Financial Services held 10,315 shares of Apollo Global Management worth $1.22M as of Q2 2026.
  • Apollo Global Management was a new Mirabella Financial Services position in Q2 2026.
  • Apollo Global Management made up 0.12% of Mirabella Financial Services's portfolio in Q2 2026, its #77 holding.
  • Mirabella Financial Services first reported a position in Apollo Global Management in Q3 2021 and has held it in 13 quarters since.
  • Mirabella Financial Services's Apollo Global Management position peaked at $47.9M in Q1 2025.
  • 1,176 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.