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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Dynasty Wealth Management's APO Position: Q1 2026 in Review

Dynasty Wealth Management reduced its Apollo Global Management (APO) stake by 28% in Q1 2026, selling an estimated $185K and leaving 3,763 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Dynasty Wealth Management first reported a position in APO in Q1 2025 and has held it in 5 quarters since. The position peaked at $761K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Dynasty Wealth Management held 3,763 shares of Apollo Global Management worth $419K as of Q1 2026.
Dynasty Wealth Management sold 1,496 Apollo Global Management shares in Q1 2026, an estimated $185K.
Apollo Global Management made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #253 holding.
Dynasty Wealth Management first reported a position in Apollo Global Management in Q1 2025 and has held it in 5 quarters since.
Dynasty Wealth Management's Apollo Global Management position peaked at $761K in Q4 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.