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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return