Moser Wealth Advisors’s Apollo Global Management APO Stock Holding History

Moser Wealth 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
2025 Q2	$95.9K	Hold	676	–	–	0.05%	92
2025 Q1	$92.6K	Hold	676	–	–	0.05%	92
2024 Q4	$112K	Hold	676	–	–	0.06%	82
2024 Q3	$84.4K	Hold	676	–	–	0.04%	86
2024 Q2	$79.8K	Hold	676	–	–	0.04%	87
2024 Q1	$76K	Hold	676	–	–	0.04%	94
2023 Q4	$63K	Hold	676	–	–	0.04%	91
2023 Q3	$60.7K	Hold	676	–	–	0.04%	83
2023 Q2	$51.9K	Buy	+676	New	+$45.2K	0.03%	86
2022 Q4	$63.8K	Hold	1,000	–	–	0.05%	80
2022 Q3	$47K	Hold	1,000	–	–	0.04%	89
2022 Q2	$48K	Hold	1,000	–	–	0.04%	91
2022 Q1	$62K	Buy	+1,000	New	+$65.8K	0.04%	91
2021 Q4	–	Sell	-1,000	Closed	-$62K	–	145
2021 Q3	$62K	Hold	1,000	–	–	0.04%	93
2021 Q2	$62K	Hold	1,000	–	–	0.04%	92
2021 Q1	$47K	Hold	1,000	–	–	0.03%	93
2020 Q4	$49K	Hold	1,000	–	–	0.04%	87
2020 Q3	$45K	Hold	1,000	–	–	0.04%	85
2020 Q2	$50K	Hold	1,000	–	–	0.05%	75
2020 Q1	$34K	Hold	1,000	–	–	0.04%	81
2019 Q4	$48K	Buy	+1,000	New	+$42.7K	0.05%	89

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Moser Wealth Advisors's APO Position: Q2 2025 in Review

Moser Wealth Advisors held its Apollo Global Management (APO) position steady in Q2 2025 at 676 shares worth $95.9K. The position accounts for 0.05% of the portfolio, ranked #92.

Moser Wealth Advisors first reported a position in APO in Q4 2019 and has held it in 21 quarters since. The position peaked at $112K in Q4 2024. 1,138 funds tracked by Wall St. Rank hold APO as of Q2 2025.

Moser Wealth Advisors held 676 shares of Apollo Global Management worth $95.9K as of Q2 2025.
Moser Wealth Advisors left its Apollo Global Management share count unchanged in Q2 2025.
Apollo Global Management made up 0.05% of Moser Wealth Advisors's portfolio in Q2 2025, its #92 holding.
Moser Wealth Advisors first reported a position in Apollo Global Management in Q4 2019 and has held it in 21 quarters since.
Moser Wealth Advisors's Apollo Global Management position peaked at $112K in Q4 2024.
1,138 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.