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Root Financial Partners’s Apollo Global Management APO Stock Holding History

Root Financial 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
Q1 		$55.4K Sell
497
-108
-18% -$13.4K ﹤0.01% 836
2025
Q4 		$87.6K Sell
605
-217
-26% -$28.8K ﹤0.01% 516
2025
Q3 		$110K Buy
+822
New +$116K 0.01% 422

Other funds holding APO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Root Financial Partners's APO Position: Q1 2026 in Review

Root Financial Partners reduced its Apollo Global Management (APO) stake by 18% in Q1 2026, selling an estimated $13.4K and leaving 497 shares worth $55.4K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Root Financial Partners first reported a position in APO in Q3 2025 and has held it in 3 quarters since. The position peaked at $110K in Q3 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Root Financial Partners held 497 shares of Apollo Global Management worth $55.4K as of Q1 2026.
  • Root Financial Partners sold 108 Apollo Global Management shares in Q1 2026, an estimated $13.4K.
  • Apollo Global Management made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #836 holding.
  • Root Financial Partners first reported a position in Apollo Global Management in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Apollo Global Management position peaked at $110K in Q3 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.