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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
Q2 		– Sell
-497
Closed -$55.4K – 574
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

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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

Root Financial Partners's APO Position: Q2 2026 in Review

Root Financial Partners sold out of Apollo Global Management (APO) in Q2 2026, closing a stake of 497 shares — an estimated $55.4K sold.

Root Financial Partners first reported a position in APO in Q3 2025 and held it in 3 quarters. The position peaked at $110K in Q3 2025. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Root Financial Partners reported no remaining Apollo Global Management position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 497 Apollo Global Management shares in Q2 2026, an estimated $55.4K.
  • Root Financial Partners first reported a position in Apollo Global Management in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Apollo Global Management position peaked at $110K in Q3 2025.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.