Dynasty Wealth Management’s Apollo Global Management APO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$478K Buy
4,037
+274
+7% +$34.5K ﹤0.01% 264
2026
Q1
$419K Sell
3,763
-1,496
-28% -$185K ﹤0.01% 253
2025
Q4
$761K Buy
5,259
+766
+17% +$102K 0.01% 207
2025
Q3
$599K Sell
4,493
-226
-5% -$32K 0.01% 208
2025
Q2
$669K Sell
4,719
-336
-7% -$44.6K 0.01% 163
2025
Q1
$692K Buy
+5,055
New +$777K 0.01% 181

Other funds holding APO

Dynasty Wealth Management's APO Position: Q2 2026 in Review

Dynasty Wealth Management increased its Apollo Global Management (APO) stake by 7.3% in Q2 2026, buying an estimated $34.5K and bringing the position to 4,037 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Dynasty Wealth Management first reported a position in APO in Q1 2025 and has held it in 6 quarters since. The position peaked at $761K in Q4 2025. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Dynasty Wealth Management held 4,037 shares of Apollo Global Management worth $478K as of Q2 2026.
  • Dynasty Wealth Management bought 274 Apollo Global Management shares in Q2 2026, an estimated $34.5K.
  • Apollo Global Management made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #264 holding.
  • Dynasty Wealth Management first reported a position in Apollo Global Management in Q1 2025 and has held it in 6 quarters since.
  • Dynasty Wealth Management's Apollo Global Management position peaked at $761K in Q4 2025.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.