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	0.04%	484
2022 Q1	$1.14M	Buy	+18,365	New	+$1.21M	0.02%	676

Other funds holding APO

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

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

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

Fidelity Investments

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Franklin Resources

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

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return