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Premier Path Wealth Partners’s Apollo Global Management APO Stock Holding History

Premier Path 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 		$300K Sell
2,532
-110
-4% -$13.8K 0.03% 359
2026
Q1 		$294K Buy
2,642
+196
+8% +$24.3K 0.04% 349
2025
Q4 		$354K Buy
2,446
+178
+8% +$23.6K 0.05% 299
2025
Q3 		$302K Buy
2,268
+71
+3% +$10.1K 0.04% 330
2025
Q2 		$312K Buy
+2,197
New +$291K 0.04% 318

Other funds holding APO

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Premier Path Wealth Partners's APO Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Apollo Global Management (APO) stake by 4.2% in Q2 2026, selling an estimated $13.8K and leaving 2,532 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #359.

Premier Path Wealth Partners first reported a position in APO in Q2 2025 and has held it in 5 quarters since. The position peaked at $354K in Q4 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Premier Path Wealth Partners held 2,532 shares of Apollo Global Management worth $300K as of Q2 2026.
  • Premier Path Wealth Partners sold 110 Apollo Global Management shares in Q2 2026, an estimated $13.8K.
  • Apollo Global Management made up 0.03% of Premier Path Wealth Partners's portfolio in Q2 2026, its #359 holding.
  • Premier Path Wealth Partners first reported a position in Apollo Global Management in Q2 2025 and has held it in 5 quarters since.
  • Premier Path Wealth Partners's Apollo Global Management position peaked at $354K in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.