Mosaic Family Wealth Partners’s Apollo Global Management APO Stock Holding History

Mosaic Family Wealth Partners’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	$426K	Buy	+3,602	New	+$453K	0.03%	308

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Mosaic Family Wealth Partners's APO Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in Apollo Global Management (APO) in Q2 2026: 3,602 shares worth $426K. The stake represents 0.03% of the portfolio and ranks #308 among its holdings.

1,178 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Mosaic Family Wealth Partners held 3,602 shares of Apollo Global Management worth $426K as of Q2 2026.
Apollo Global Management was a new Mosaic Family Wealth Partners position in Q2 2026.
Apollo Global Management made up 0.03% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #308 holding.
1,178 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.