Moss Adams Wealth Advisors’s Apollo Global Management APO Stock Holding History

Moss Adams 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
2026 Q1	$246K	Sell	2,206 -646	-23%	-$80.1K	0.02%	237
2025 Q4	$413K	Sell	2,852 -248	-8%	-$32.9K	0.03%	155
2025 Q3	$413K	Buy	3,100 +35	+1%	+$4.96K	0.03%	152
2025 Q2	$435K	Buy	3,065 +581	+23%	+$77K	0.04%	142
2025 Q1	$340K	Buy	2,484 +78	+3%	+$12K	0.04%	155
2024 Q4	$397K	Buy	2,406 +48	+2%	+$7.6K	0.04%	122
2024 Q3	$295K	Buy	2,358 +357	+18%	+$41.2K	0.03%	146
2024 Q2	$236K	Buy	+2,001	New	+$227K	0.03%	149

Other funds holding APO

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Moss Adams Wealth Advisors's APO Position: Q1 2026 in Review

Moss Adams Wealth Advisors reduced its Apollo Global Management (APO) stake by 23% in Q1 2026, selling an estimated $80.1K and leaving 2,206 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #237.

Moss Adams Wealth Advisors first reported a position in APO in Q2 2024 and has held it in 8 quarters since. The position peaked at $435K in Q2 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Moss Adams Wealth Advisors held 2,206 shares of Apollo Global Management worth $246K as of Q1 2026.
Moss Adams Wealth Advisors sold 646 Apollo Global Management shares in Q1 2026, an estimated $80.1K.
Apollo Global Management made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #237 holding.
Moss Adams Wealth Advisors first reported a position in Apollo Global Management in Q2 2024 and has held it in 8 quarters since.
Moss Adams Wealth Advisors's Apollo Global Management position peaked at $435K in Q2 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.