Perfromance Wealth Partners’s Apollo Global Management APO Stock Holding History

Perfromance Wealth Partners’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	–	Sell	-5,536	Closed	-$655K	–	234
2026 Q2	$655K	Sell	5,536 -2,050	-27%	-$258K	0.02%	123
2026 Q1	$845K	Buy	7,586 +16	+0.2%	+$1.98K	0.02%	92
2025 Q4	$1.1M	Buy	7,570 +32	+0.4%	+$4.25K	0.03%	75
2025 Q3	$1M	Buy	7,538 +7	+0.1%	+$991	0.03%	79
2025 Q2	$1.07M	Buy	7,531 +608	+9%	+$80.6K	0.03%	68
2025 Q1	$948K	Buy	6,923 +707	+11%	+$109K	0.03%	65
2024 Q4	$1.03M	Sell	6,216 -6	-0.1%	-$950	0.03%	66
2024 Q3	$777K	Buy	6,222 +4,222	+211%	+$487K	0.03%	73
2024 Q2	$236K	Buy	+2,000	New	+$227K	0.01%	140

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

Perfromance Wealth Partners's APO Position: Q3 2026 in Review

Perfromance Wealth Partners sold out of Apollo Global Management (APO) in Q3 2026, closing a stake of 5,536 shares — an estimated $655K sold.

Perfromance Wealth Partners first reported a position in APO in Q2 2024 and held it in 9 quarters. The position peaked at $1.1M in Q4 2025. 949 funds tracked by Wall St. Rank hold APO as of Q3 2026.

Perfromance Wealth Partners reported no remaining Apollo Global Management position as of Q3 2026 after selling out during the quarter.
Perfromance Wealth Partners sold 5,536 Apollo Global Management shares in Q3 2026, an estimated $655K.
Perfromance Wealth Partners first reported a position in Apollo Global Management in Q2 2024 and held it in 9 quarters.
Perfromance Wealth Partners's Apollo Global Management position peaked at $1.1M in Q4 2025.
949 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

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