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Acumen Wealth Advisors’s Apollo Global Management APO Stock Holding History

Acumen Wealth Advisors’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 		– Sell
-10
Closed -$1.45K – 449
2025
Q4 		$1.45K Buy
+10
New +$1.33K ﹤0.01% 439

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Acumen Wealth Advisors's APO Position: Q1 2026 in Review

Acumen Wealth Advisors sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 10 shares — an estimated $1.45K sold.

Acumen Wealth Advisors first reported a position in APO in Q4 2025 and held it in 1 quarter. The position peaked at $1.45K in Q4 2025. 1,134 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Acumen Wealth Advisors reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • Acumen Wealth Advisors sold 10 Apollo Global Management shares in Q1 2026, an estimated $1.45K.
  • Acumen Wealth Advisors first reported a position in Apollo Global Management in Q4 2025 and held it in 1 quarter.
  • Acumen Wealth Advisors's Apollo Global Management position peaked at $1.45K in Q4 2025.
  • 1,134 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Acumen Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.