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

Ponta 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 		$710K Buy
5,999
+48
+0.8% +$6.04K 0.38% 68
2026
Q1 		$663K Buy
5,951
+28
+0.5% +$3.47K 0.53% 49
2025
Q4 		$857K Buy
+5,923
New +$787K 0.8% 32

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
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

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

Ponta Wealth Partners increased its Apollo Global Management (APO) stake by 0.81% in Q2 2026, buying an estimated $6.04K and bringing the position to 5,999 shares worth $710K. The position accounts for 0.38% of the portfolio, ranked #68.

Ponta Wealth Partners first reported a position in APO in Q4 2025 and has held it in 3 quarters since. The position peaked at $857K in Q4 2025. 1,177 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Ponta Wealth Partners held 5,999 shares of Apollo Global Management worth $710K as of Q2 2026.
  • Ponta Wealth Partners bought 48 Apollo Global Management shares in Q2 2026, an estimated $6.04K.
  • Apollo Global Management made up 0.38% of Ponta Wealth Partners's portfolio in Q2 2026, its #68 holding.
  • Ponta Wealth Partners first reported a position in Apollo Global Management in Q4 2025 and has held it in 3 quarters since.
  • Ponta Wealth Partners's Apollo Global Management position peaked at $857K in Q4 2025.
  • 1,177 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Ponta Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.