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 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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Perfromance Wealth Partners's APO Position: Q2 2026 in Review

Perfromance Wealth Partners reduced its Apollo Global Management (APO) stake by 27% in Q2 2026, selling an estimated $258K and leaving 5,536 shares worth $655K. The position accounts for 0.02% of the portfolio, ranked #123.

Perfromance Wealth Partners first reported a position in APO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.1M in Q4 2025. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Perfromance Wealth Partners held 5,536 shares of Apollo Global Management worth $655K as of Q2 2026.
Perfromance Wealth Partners sold 2,050 Apollo Global Management shares in Q2 2026, an estimated $258K.
Apollo Global Management made up 0.02% of Perfromance Wealth Partners's portfolio in Q2 2026, its #123 holding.
Perfromance Wealth Partners first reported a position in Apollo Global Management in Q2 2024 and has held it in 9 quarters since.
Perfromance Wealth Partners's Apollo Global Management position peaked at $1.1M in Q4 2025.
1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.