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 Q2	$286K	Buy	2,414 +208	+9%	+$26.2K	0.02%	229
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 $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

Moss Adams Wealth Advisors's APO Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Apollo Global Management (APO) stake by 9.4% in Q2 2026, buying an estimated $26.2K and bringing the position to 2,414 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #229.

Moss Adams Wealth Advisors first reported a position in APO in Q2 2024 and has held it in 9 quarters since. The position peaked at $435K in Q2 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Moss Adams Wealth Advisors held 2,414 shares of Apollo Global Management worth $286K as of Q2 2026.
Moss Adams Wealth Advisors bought 208 Apollo Global Management shares in Q2 2026, an estimated $26.2K.
Apollo Global Management made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #229 holding.
Moss Adams Wealth Advisors first reported a position in Apollo Global Management in Q2 2024 and has held it in 9 quarters since.
Moss Adams Wealth Advisors's Apollo Global Management position peaked at $435K in Q2 2025.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.