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 Q3	$760K	Buy	6,548 +3,400	+108%	+$431K	0.03%	141
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

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Obermeyer Wealth Partners's APO Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its Apollo Global Management (APO) stake by 108% in Q3 2026, buying an estimated $431K and bringing the position to 6,548 shares worth $760K. The position accounts for 0.03% of the portfolio, ranked #141.

Obermeyer Wealth Partners first reported a position in APO in Q2 2013 and has held it in 16 quarters since. The position peaked at $4.16M in Q4 2025. 390 funds tracked by Wall St. Rank hold APO as of Q3 2026.

Obermeyer Wealth Partners held 6,548 shares of Apollo Global Management worth $760K as of Q3 2026.
Obermeyer Wealth Partners bought 3,400 Apollo Global Management shares in Q3 2026, an estimated $431K.
Apollo Global Management made up 0.03% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #141 holding.
Obermeyer Wealth Partners first reported a position in Apollo Global Management in Q2 2013 and has held it in 16 quarters since.
Obermeyer Wealth Partners's Apollo Global Management position peaked at $4.16M in Q4 2025.
390 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.