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Moneta Group Investment Advisors’s Apollo Global Management APO Stock Holding History

Moneta Group Investment Advisors’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 		$334K Buy
2,822
+142
+5% +$17.9K ﹤0.01% 659
2026
Q1 		$299K Buy
2,680
+70
+3% +$8.68K ﹤0.01% 625
2025
Q4 		$378K Buy
2,610
+710
+37% +$94.3K ﹤0.01% 570
2025
Q3 		$253K Buy
+1,900
New +$269K ﹤0.01% 674
2024
Q3 		– Sell
-2,131
Closed -$252K – 650
2024
Q2 		$252K Buy
+2,131
New +$242K ﹤0.01% 526

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

Moneta Group Investment Advisors's APO Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Apollo Global Management (APO) stake by 5.3% in Q2 2026, buying an estimated $17.9K and bringing the position to 2,822 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Moneta Group Investment Advisors first reported a position in APO in Q2 2024 and has held it in 5 quarters since. The position peaked at $378K in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Moneta Group Investment Advisors held 2,822 shares of Apollo Global Management worth $334K as of Q2 2026.
  • Moneta Group Investment Advisors bought 142 Apollo Global Management shares in Q2 2026, an estimated $17.9K.
  • Apollo Global Management made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #659 holding.
  • Moneta Group Investment Advisors first reported a position in Apollo Global Management in Q2 2024 and has held it in 5 quarters since.
  • Moneta Group Investment Advisors's Apollo Global Management position peaked at $378K in Q4 2025.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.