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

Dynasty Wealth Management’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	$1.08M	Buy	9,275 +5,238	+130%	+$665K	0.01%	177
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

National Philanthropic Trust Jenkintown, Pennsylvania $7.05B AUM 11.49% 1-Year Est. Return

Dynasty Wealth Management's APO Position: Q3 2026 in Review

Dynasty Wealth Management increased its Apollo Global Management (APO) stake by 130% in Q3 2026, buying an estimated $665K and bringing the position to 9,275 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #177.

Dynasty Wealth Management first reported a position in APO in Q1 2025 and has held it in 7 quarters since. 949 funds tracked by Wall St. Rank hold APO as of Q3 2026.

Dynasty Wealth Management held 9,275 shares of Apollo Global Management worth $1.08M as of Q3 2026.
Dynasty Wealth Management bought 5,238 Apollo Global Management shares in Q3 2026, an estimated $665K.
Apollo Global Management made up 0.01% of Dynasty Wealth Management's portfolio in Q3 2026, its #177 holding.
Dynasty Wealth Management first reported a position in Apollo Global Management in Q1 2025 and has held it in 7 quarters since.
949 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Dynasty Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.