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

Private 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	$224K	Sell	1,892 -350	-16%	-$44K	0.02%	168
2026 Q1	$250K	Sell	2,242 -11,010	-83%	-$1.36M	0.02%	152
2025 Q4	$1.92M	Sell	13,252 -8,148	-38%	-$1.08M	0.14%	70
2025 Q3	$2.85M	Buy	21,400 +5,385	+34%	+$762K	0.2%	62
2025 Q2	$2.27M	Buy	16,015 +6,870	+75%	+$911K	0.18%	65
2025 Q1	$1.25M	Buy	9,145 +895	+11%	+$138K	0.1%	81
2024 Q4	$1.36M	Sell	8,250 -140	-2%	-$22.2K	0.1%	81
2024 Q3	$1.05M	Buy	8,390 +4,290	+105%	+$495K	0.08%	89
2024 Q2	$484K	Buy	+4,100	New	+$465K	0.04%	116
2013 Q4	–	Sell	-26,000	Closed	-$735K	–	172
2013 Q3	$735K	Hold	26,000	–	–	0.17%	106
2013 Q2	$627K	Buy	+26,000	New	+$642K	0.16%	109

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

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

Private Wealth Partners reduced its Apollo Global Management (APO) stake by 16% in Q2 2026, selling an estimated $44K and leaving 1,892 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #168.

Private Wealth Partners first reported a position in APO in Q2 2013 and has held it in 11 quarters since. The position peaked at $2.85M in Q3 2025. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Private Wealth Partners held 1,892 shares of Apollo Global Management worth $224K as of Q2 2026.
Private Wealth Partners sold 350 Apollo Global Management shares in Q2 2026, an estimated $44K.
Apollo Global Management made up 0.02% of Private Wealth Partners's portfolio in Q2 2026, its #168 holding.
Private Wealth Partners first reported a position in Apollo Global Management in Q2 2013 and has held it in 11 quarters since.
Private Wealth Partners's Apollo Global Management position peaked at $2.85M in Q3 2025.
1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.