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Pathfinder Wealth Consulting’s Apollo Global Management APO Stock Holding History

Pathfinder Wealth Consulting’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
Q2 		– Sell
-1,806
Closed -$201K – 10
2026
Q1 		$201K Sell
1,806
-14
-0.8% -$1.74K 0.13% 160
2025
Q4 		$263K Buy
+1,820
New +$242K 0.17% 123

Other funds holding APO

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Pathfinder Wealth Consulting's APO Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of Apollo Global Management (APO) in Q2 2026, closing a stake of 1,806 shares — an estimated $201K sold.

Pathfinder Wealth Consulting first reported a position in APO in Q4 2025 and held it in 2 quarters. The position peaked at $263K in Q4 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining Apollo Global Management position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 1,806 Apollo Global Management shares in Q2 2026, an estimated $201K.
  • Pathfinder Wealth Consulting first reported a position in Apollo Global Management in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's Apollo Global Management position peaked at $263K in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.