Atria Investments’s Apollo Global Management APO Stock Holding History

Atria Investments’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	$2.65M	Buy	23,746 +2,675	+13%	+$332K	0.03%	585
2025 Q4	$3.05M	Sell	21,071 -8,120	-28%	-$1.08M	0.03%	554
2025 Q3	$3.89M	Sell	29,191 -1,333	-4%	-$189K	0.04%	469
2025 Q2	$4.33M	Sell	30,524 -208	-0.7%	-$27.6K	0.05%	426
2025 Q1	$4.21M	Buy	30,732 +13,280	+76%	+$2.04M	0.05%	422
2024 Q4	$2.88M	Sell	17,452 -2,046	-10%	-$324K	0.04%	539
2024 Q3	$2.44M	Buy	19,498 +10,315	+112%	+$1.19M	0.03%	601
2024 Q2	$1.08M	Buy	+9,183	New	+$1.04M	0.01%	896
2023 Q1	–	Sell	-17,833	Closed	-$1.14M	–	816
2022 Q4	$1.14M	Sell	17,833 -6,691	-27%	-$397K	0.02%	715
2022 Q3	$1.14M	Buy	24,524 +100	+0.4%	+$5.49K	0.03%	680
2022 Q2	$1.18M	Buy	+24,424	New	+$1.33M	0.02%	687

Other funds holding APO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Atria Investments's APO Position: Q1 2026 in Review

Atria Investments increased its Apollo Global Management (APO) stake by 13% in Q1 2026, buying an estimated $332K and bringing the position to 23,746 shares worth $2.65M. The position accounts for 0.03% of the portfolio, ranked #585.

Atria Investments first reported a position in APO in Q2 2022 and has held it in 11 quarters since. The position peaked at $4.33M in Q2 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Atria Investments held 23,746 shares of Apollo Global Management worth $2.65M as of Q1 2026.
Atria Investments bought 2,675 Apollo Global Management shares in Q1 2026, an estimated $332K.
Apollo Global Management made up 0.03% of Atria Investments's portfolio in Q1 2026, its #585 holding.
Atria Investments first reported a position in Apollo Global Management in Q2 2022 and has held it in 11 quarters since.
Atria Investments's Apollo Global Management position peaked at $4.33M in Q2 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.