Activest Wealth Management
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Activest Wealth Management’s Apollo Global Management APO Stock Holding History

Activest Wealth Management’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 		– Sell
-35
Closed -$4.14K – 1076
2026
Q2 		$4.14K Sell
35
-133
-79% -$16.7K ﹤0.01% 741
2026
Q1 		$18.7K Sell
168
-739
-81% -$91.6K ﹤0.01% 535
2025
Q4 		$131K Buy
907
+705
+349% +$93.6K 0.02% 193
2025
Q3 		$26.9K Buy
202
+7
+4% +$991 0.01% 336
2025
Q2 		$27.7K Buy
195
+175
+875% +$23.2K 0.01% 274
2025
Q1 		$2.74K Buy
20
+17
+567% +$2.61K ﹤0.01% 605
2024
Q4 		$495 Buy
+3
New +$475 ﹤0.01% 528

Other funds holding APO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Activest Wealth Management's APO Position: Q3 2026 in Review

Activest Wealth Management sold out of Apollo Global Management (APO) in Q3 2026, closing a stake of 35 shares — an estimated $4.14K sold.

Activest Wealth Management first reported a position in APO in Q4 2024 and held it in 7 quarters. The position peaked at $131K in Q4 2025. 575 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Activest Wealth Management reported no remaining Apollo Global Management position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 35 Apollo Global Management shares in Q3 2026, an estimated $4.14K.
  • Activest Wealth Management first reported a position in Apollo Global Management in Q4 2024 and held it in 7 quarters.
  • Activest Wealth Management's Apollo Global Management position peaked at $131K in Q4 2025.
  • 575 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.