MWM
APO icon

Mosley Wealth Management’s Apollo Global Management APO Stock Holding History

Mosley Wealth Management’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 		$63.4K Sell
536
-4,430
-89% -$557K 0.02% 232
2026
Q1 		$662K Buy
4,966
+73
+1% +$9.05K 0.3% 71
2025
Q4 		$611K Buy
+4,893
New +$650K 0.28% 79
2024
Q4 		$754K Buy
+4,409
New +$698K 0.47% 47

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Mosley Wealth Management's APO Position: Q2 2026 in Review

Mosley Wealth Management reduced its Apollo Global Management (APO) stake by 89% in Q2 2026, selling an estimated $557K and leaving 536 shares worth $63.4K. The position accounts for 0.02% of the portfolio, ranked #232.

Mosley Wealth Management first reported a position in APO in Q4 2024 and has held it in 4 quarters since. The position peaked at $754K in Q4 2024. 631 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Mosley Wealth Management held 536 shares of Apollo Global Management worth $63.4K as of Q2 2026.
  • Mosley Wealth Management sold 4,430 Apollo Global Management shares in Q2 2026, an estimated $557K.
  • Apollo Global Management made up 0.02% of Mosley Wealth Management's portfolio in Q2 2026, its #232 holding.
  • Mosley Wealth Management first reported a position in Apollo Global Management in Q4 2024 and has held it in 4 quarters since.
  • Mosley Wealth Management's Apollo Global Management position peaked at $754K in Q4 2024.
  • 631 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.