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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
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
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Perfromance Wealth Partners's APO Position: Q1 2026 in Review

Perfromance Wealth Partners increased its Apollo Global Management (APO) stake by 0.21% in Q1 2026, buying an estimated $1.98K and bringing the position to 7,586 shares worth $845K. The position accounts for 0.02% of the portfolio, ranked #92.

Perfromance Wealth Partners first reported a position in APO in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.1M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Perfromance Wealth Partners held 7,586 shares of Apollo Global Management worth $845K as of Q1 2026.
  • Perfromance Wealth Partners bought 16 Apollo Global Management shares in Q1 2026, an estimated $1.98K.
  • Apollo Global Management made up 0.02% of Perfromance Wealth Partners's portfolio in Q1 2026, its #92 holding.
  • Perfromance Wealth Partners first reported a position in Apollo Global Management in Q2 2024 and has held it in 8 quarters since.
  • Perfromance Wealth Partners's Apollo Global Management position peaked at $1.1M in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.