Mitchell & Pahl Private Wealth
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Mitchell & Pahl Private Wealth’s Apollo Global Management APO Stock Holding History

Mitchell & Pahl Private Wealth’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 		$1.07M Hold
9,214
– – 0.39% 88
2026
Q2 		$1.09M Sell
9,214
-176
-2% -$22.1K 0.4% 84
2026
Q1 		$1.05M Sell
9,390
-163
-2% -$20.2K 0.42% 81
2025
Q4 		$1.38M Buy
9,553
+80
+0.8% +$10.6K 0.57% 67
2025
Q3 		$1.26M Sell
9,473
-765
-7% -$108K 0.53% 71
2025
Q2 		$1.45M Sell
10,238
-241
-2% -$32K 0.64% 61
2025
Q1 		$1.43M Sell
10,479
-108
-1% -$16.6K 0.67% 56
2024
Q4 		$1.75M Sell
10,587
-839
-7% -$133K 0.82% 46
2024
Q3 		$1.43M Sell
11,426
-175
-2% -$20.2K 0.66% 56
2024
Q2 		$1.37M Sell
11,601
-20
-0.2% -$2.27K 0.72% 54
2024
Q1 		$1.31M Sell
11,621
-996
-8% -$105K 0.69% 53
2023
Q4 		$1.18M Sell
12,617
-62
-0.5% -$5.47K 0.67% 54
2023
Q3 		$1.14M Sell
12,679
-441
-3% -$37.1K 0.68% 50
2023
Q2 		$1.01M Sell
13,120
-584
-4% -$39K 0.61% 54
2023
Q1 		$866K Sell
13,704
-456
-3% -$30.5K 0.54% 63
2022
Q4 		$903K Sell
14,160
-405
-3% -$24.1K 0.59% 62
2022
Q3 		$677K Sell
14,565
-610
-4% -$33.5K 0.5% 77
2022
Q2 		$736K Sell
15,175
-274
-2% -$14.9K 0.51% 75
2022
Q1 		$958K Sell
15,449
-117
-0.8% -$7.7K 0.61% 60
2021
Q4 		$1.13M Sell
15,566
-430
-3% -$31K 0.72% 45
2021
Q3 		$985K Sell
15,996
-27
-0.2% -$1.62K 0.71% 47
2021
Q2 		$997K Sell
16,023
-48
-0.3% -$2.66K 0.71% 48
2021
Q1 		$755K Sell
16,071
-286
-2% -$13.9K 0.59% 61
2020
Q4 		$801K Buy
+16,357
New +$730K 0.67% 51

Other funds holding APO

Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Maestria Partners
Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Access Investment Management
Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Mitchell & Pahl Private Wealth's APO Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth held its Apollo Global Management (APO) position steady in Q3 2026 at 9,214 shares worth $1.07M. The position accounts for 0.39% of the portfolio, ranked #88.

Mitchell & Pahl Private Wealth first reported a position in APO in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.75M in Q4 2024. 262 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 9,214 shares of Apollo Global Management worth $1.07M as of Q3 2026.
  • Mitchell & Pahl Private Wealth left its Apollo Global Management share count unchanged in Q3 2026.
  • Apollo Global Management made up 0.39% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #88 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Apollo Global Management in Q4 2020 and has held it in 24 quarters since.
  • Mitchell & Pahl Private Wealth's Apollo Global Management position peaked at $1.75M in Q4 2024.
  • 262 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.