Atlas Private Wealth Advisors’s Apollo Global Management APO Stock Holding History

Atlas Private 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
2025 Q3	–	Sell	-2,672	Closed	-$379K	–	142
2025 Q2	$379K	Buy	2,672 +49	+2%	+$6.5K	0.05%	138
2025 Q1	$359K	Buy	2,623 +23	+0.9%	+$3.54K	0.05%	132
2024 Q4	$429K	Hold	2,600	–	–	0.06%	110
2024 Q3	$325K	Hold	2,600	–	–	0.05%	118
2024 Q2	$307K	Buy	+2,600	New	+$295K	0.05%	118
2024 Q1	–	Sell	-2,600	Closed	-$242K	–	112
2023 Q4	$242K	Hold	2,600	–	–	0.05%	143
2023 Q3	$233K	Buy	+2,600	New	+$219K	0.04%	161
2021 Q4	–	Sell	-64	Closed	-$4K	–	186
2021 Q3	$4K	Buy	64 +1	+2%	+$60	﹤0.01%	582
2021 Q2	$4K	Buy	+63	New	+$3.49K	﹤0.01%	588

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Atlas Private Wealth Advisors's APO Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of Apollo Global Management (APO) in Q3 2025, closing a stake of 2,672 shares — an estimated $379K sold.

Atlas Private Wealth Advisors first reported a position in APO in Q2 2021 and held it in 9 quarters. The position peaked at $429K in Q4 2024. 1,137 funds tracked by Wall St. Rank hold APO as of Q3 2025.

Atlas Private Wealth Advisors reported no remaining Apollo Global Management position as of Q3 2025 after selling out during the quarter.
Atlas Private Wealth Advisors sold 2,672 Apollo Global Management shares in Q3 2025, an estimated $379K.
Atlas Private Wealth Advisors first reported a position in Apollo Global Management in Q2 2021 and held it in 9 quarters.
Atlas Private Wealth Advisors's Apollo Global Management position peaked at $429K in Q4 2024.
1,137 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.