Rothwell Investment Advisors, LLC’s Apollo Global Management APO Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$46.8K	Buy	+403	New	+$51.1K	0.03%	442

Other funds holding APO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Rothwell Investment Advisors, LLC's APO Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Apollo Global Management (APO) in Q3 2026: 403 shares worth $46.8K. The stake represents 0.03% of the portfolio and ranks #442 among its holdings.

575 funds tracked by Wall St. Rank hold APO as of Q3 2026.

Rothwell Investment Advisors, LLC held 403 shares of Apollo Global Management worth $46.8K as of Q3 2026.
Apollo Global Management was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Apollo Global Management made up 0.03% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #442 holding.
575 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.