Compass Ion Advisors
APO icon

Compass Ion Advisors’s Apollo Global Management APO Stock Holding History

Compass Ion 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
2026
Q3 		$576K Buy
4,967
+4
+0.1% +$508 0.05% 174
2026
Q2 		$587K Sell
4,963
-5
-0.1% -$629 0.05% 174
2026
Q1 		$554K Buy
4,968
+16
+0.3% +$1.98K 0.05% 164
2025
Q4 		$717K Buy
4,952
+1
+0% +$133 0.07% 141
2025
Q3 		$660K Sell
4,951
-1
-0% -$142 0.06% 153
2025
Q2 		$703K Sell
4,952
-3
-0.1% -$398 0.08% 137
2025
Q1 		$679K Buy
4,955
+13
+0.3% +$2K 0.08% 137
2024
Q4 		$816K Hold
4,942
– – 0.1% 122
2024
Q3 		$617K Sell
4,942
-10
-0.2% -$1.15K 0.08% 146
2024
Q2 		$557K Hold
4,952
– – 0.08% 137
2024
Q1 		$557K Buy
+4,952
New +$523K 0.08% 138

Other funds holding APO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Compass Ion Advisors's APO Position: Q3 2026 in Review

Compass Ion Advisors increased its Apollo Global Management (APO) stake by 0.08% in Q3 2026, buying an estimated $508 and bringing the position to 4,967 shares worth $576K. The position accounts for 0.05% of the portfolio, ranked #174.

Compass Ion Advisors first reported a position in APO in Q1 2024 and has held it in 11 quarters since. The position peaked at $816K in Q4 2024. 842 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Compass Ion Advisors held 4,967 shares of Apollo Global Management worth $576K as of Q3 2026.
  • Compass Ion Advisors bought 4 Apollo Global Management shares in Q3 2026, an estimated $508.
  • Apollo Global Management made up 0.05% of Compass Ion Advisors's portfolio in Q3 2026, its #174 holding.
  • Compass Ion Advisors first reported a position in Apollo Global Management in Q1 2024 and has held it in 11 quarters since.
  • Compass Ion Advisors's Apollo Global Management position peaked at $816K in Q4 2024.
  • 842 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Compass Ion Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.