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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
Q2 		$309K Hold
2,611
– – 0.06% 147
2026
Q1 		$291K Hold
2,611
– – 0.06% 150
2025
Q4 		$378K Buy
+2,611
New +$347K 0.12% 98

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 $3.38T AUM 44.17% 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

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

Uniting Wealth Partners held its Apollo Global Management (APO) position steady in Q2 2026 at 2,611 shares worth $309K. The position accounts for 0.06% of the portfolio, ranked #147.

Uniting Wealth Partners first reported a position in APO in Q4 2025 and has held it in 3 quarters since. The position peaked at $378K in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Uniting Wealth Partners held 2,611 shares of Apollo Global Management worth $309K as of Q2 2026.
  • Uniting Wealth Partners left its Apollo Global Management share count unchanged in Q2 2026.
  • Apollo Global Management made up 0.06% of Uniting Wealth Partners's portfolio in Q2 2026, its #147 holding.
  • Uniting Wealth Partners first reported a position in Apollo Global Management in Q4 2025 and has held it in 3 quarters since.
  • Uniting Wealth Partners's Apollo Global Management position peaked at $378K in Q4 2025.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.