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

Quotient 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 		$359K Buy
3,036
+253
+9% +$31.8K 0.01% 265
2026
Q1 		$310K Buy
2,783
+306
+12% +$37.9K 0.01% 276
2025
Q4 		$359K Sell
2,477
-130
-5% -$17.3K 0.01% 249
2025
Q3 		$347K Sell
2,607
-150
-5% -$21.2K 0.01% 250
2025
Q2 		$391K Buy
2,757
+132
+5% +$17.5K 0.01% 227
2025
Q1 		$359K Sell
2,625
-689
-21% -$106K 0.01% 224
2024
Q4 		$547K Sell
3,314
-2,974
-47% -$471K 0.02% 155
2024
Q3 		$785K Sell
6,288
-1,635
-21% -$189K 0.03% 127
2024
Q2 		$935K Buy
7,923
+4,196
+113% +$476K 0.03% 110
2024
Q1 		$419K Buy
+3,727
New +$393K 0.02% 195

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

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

Quotient Wealth Partners increased its Apollo Global Management (APO) stake by 9.1% in Q2 2026, buying an estimated $31.8K and bringing the position to 3,036 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #265.

Quotient Wealth Partners first reported a position in APO in Q1 2024 and has held it in 10 quarters since. The position peaked at $935K in Q2 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Quotient Wealth Partners held 3,036 shares of Apollo Global Management worth $359K as of Q2 2026.
  • Quotient Wealth Partners bought 253 Apollo Global Management shares in Q2 2026, an estimated $31.8K.
  • Apollo Global Management made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #265 holding.
  • Quotient Wealth Partners first reported a position in Apollo Global Management in Q1 2024 and has held it in 10 quarters since.
  • Quotient Wealth Partners's Apollo Global Management position peaked at $935K in Q2 2024.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

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