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Atria Wealth Solutions’s Apollo Global Management APO Stock Holding History

Atria Wealth Solutions’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
Q2 		$483K Sell
3,405
-2,917
-46% -$387K 0.01% 925
2025
Q1 		$866K Sell
6,322
-954
-13% -$147K 0.01% 944
2024
Q4 		$1.2M Sell
7,276
-1,386
-16% -$220K 0.01% 858
2024
Q3 		$1.08M Sell
8,662
-928
-10% -$107K 0.01% 885
2024
Q2 		$1.13M Buy
9,590
+1,285
+15% +$146K 0.01% 840
2024
Q1 		$934K Sell
8,305
-9,992
-55% -$1.05M 0.01% 941
2023
Q4 		$1.71M Sell
18,297
-4,971
-21% -$439K 0.02% 659
2023
Q3 		$2.09M Sell
23,268
-3,292
-12% -$277K 0.03% 546
2023
Q2 		$2.04M Sell
26,560
-6,681
-20% -$447K 0.03% 555
2023
Q1 		$2.1M Sell
33,241
-7,103
-18% -$476K 0.03% 524
2022
Q4 		$2.57M Buy
40,344
+3,397
+9% +$202K 0.04% 429
2022
Q3 		$1.72M Sell
36,947
-133
-0.4% -$7.31K 0.03% 538
2022
Q2 		$1.8M Buy
37,080
+18,715
+102% +$1.02M 0.03% 484
2022
Q1 		$1.14M Buy
+18,365
New +$1.21M 0.02% 676

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Atria Wealth Solutions's APO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Apollo Global Management (APO) stake by 46% in Q2 2025, selling an estimated $387K and leaving 3,405 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #925.

Atria Wealth Solutions first reported a position in APO in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.57M in Q4 2022. 1,142 funds tracked by Wall St. Rank hold APO as of Q2 2025.

  • Atria Wealth Solutions held 3,405 shares of Apollo Global Management worth $483K as of Q2 2025.
  • Atria Wealth Solutions sold 2,917 Apollo Global Management shares in Q2 2025, an estimated $387K.
  • Apollo Global Management made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #925 holding.
  • Atria Wealth Solutions first reported a position in Apollo Global Management in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Apollo Global Management position peaked at $2.57M in Q4 2022.
  • 1,142 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.