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

Uniting 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
Q1 		$291K Hold
2,611
– – 0.06% 150
2025
Q4 		$378K Buy
+2,611
New +$347K 0.12% 98

Other funds holding APO

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VCM
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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

Uniting Wealth Partners's APO Position: Q1 2026 in Review

Uniting Wealth Partners held its Apollo Global Management (APO) position steady in Q1 2026 at 2,611 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #150.

Uniting Wealth Partners first reported a position in APO in Q4 2025 and has held it in 2 quarters since. The position peaked at $378K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Uniting Wealth Partners held 2,611 shares of Apollo Global Management worth $291K as of Q1 2026.
  • Uniting Wealth Partners left its Apollo Global Management share count unchanged in Q1 2026.
  • Apollo Global Management made up 0.06% of Uniting Wealth Partners's portfolio in Q1 2026, its #150 holding.
  • Uniting Wealth Partners first reported a position in Apollo Global Management in Q4 2025 and has held it in 2 quarters since.
  • Uniting Wealth Partners's Apollo Global Management position peaked at $378K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Uniting Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.