Obermeyer Wealth Partners’s Apollo Global Management APO Stock Holding History

Obermeyer 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	$372K	Sell	3,148 -18,056	-85%	-$2.27M	0.02%	214
2026 Q1	$2.36M	Sell	21,204 -7,525	-26%	-$933K	0.11%	68
2025 Q4	$4.16M	Buy	28,729 +23,979	+505%	+$3.18M	0.19%	54
2025 Q3	$633K	Hold	4,750	–	–	0.03%	142
2025 Q2	$674K	Sell	4,750 -22	-0.5%	-$2.92K	0.03%	134
2025 Q1	$653K	Sell	4,772 -7	-0.1%	-$1.08K	0.03%	128
2024 Q4	$789K	Hold	4,779	–	–	0.04%	114
2024 Q3	$597K	Hold	4,779	–	–	0.03%	137
2024 Q2	$564K	Hold	4,779	–	–	0.03%	137
2024 Q1	$537K	Buy	4,779 +29	+0.6%	+$3.06K	0.03%	136
2023 Q4	$443K	Hold	4,750	–	–	0.03%	123
2023 Q3	$426K	Buy	+4,750	New	+$399K	0.03%	121
2023 Q1	–	Sell	-3,900	Closed	-$249K	–	219
2022 Q4	$249K	Buy	+3,900	New	+$232K	0.02%	185
2021 Q4	–	Sell	-3,500	Closed	-$216K	–	234
2021 Q3	$216K	Buy	+3,500	New	+$210K	0.01%	205
2013 Q3	–	Sell	-1,400	Closed	-$34K	–	71
2013 Q2	$34K	Buy	+1,400	New	+$34.6K	0.01%	150

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

Obermeyer Wealth Partners's APO Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its Apollo Global Management (APO) stake by 85% in Q2 2026, selling an estimated $2.27M and leaving 3,148 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #214.

Obermeyer Wealth Partners first reported a position in APO in Q2 2013 and has held it in 15 quarters since. The position peaked at $4.16M in Q4 2025. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Obermeyer Wealth Partners held 3,148 shares of Apollo Global Management worth $372K as of Q2 2026.
Obermeyer Wealth Partners sold 18,056 Apollo Global Management shares in Q2 2026, an estimated $2.27M.
Apollo Global Management made up 0.02% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #214 holding.
Obermeyer Wealth Partners first reported a position in Apollo Global Management in Q2 2013 and has held it in 15 quarters since.
Obermeyer Wealth Partners's Apollo Global Management position peaked at $4.16M in Q4 2025.
1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.