Perigon Wealth Management’s Apollo Global Management APO Stock Holding History

Perigon 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 Q3	$597K	Buy	5,142 +2,226	+76%	+$282K	0.01%	812
2026 Q2	$345K	Buy	+2,916	New	+$367K	0.01%	1042
2026 Q1	–	Sell	-2,598	Closed	-$376K	–	1298
2025 Q4	$376K	Buy	2,598 +499	+24%	+$66.3K	0.01%	929
2025 Q3	$280K	Sell	2,099 -2,296	-52%	-$325K	0.01%	1005
2025 Q2	$624K	Sell	4,395 -1,118	-20%	-$148K	0.01%	613
2025 Q1	$755K	Buy	5,513 +354	+7%	+$54.4K	0.02%	517
2024 Q4	$856K	Buy	5,159 +155	+3%	+$24.6K	0.02%	488
2024 Q3	$625K	Buy	5,004 +580	+13%	+$67K	0.02%	552
2024 Q2	$522K	Buy	4,424 +1,507	+52%	+$171K	0.02%	523
2024 Q1	$328K	Buy	2,917 +190	+7%	+$20K	0.01%	662
2023 Q4	$254K	Buy	2,727 +107	+4%	+$9.45K	0.01%	715
2023 Q3	$235K	Sell	2,620 -36	-1%	-$3.03K	0.01%	681
2023 Q2	$204K	Sell	2,656 -2,828	-52%	-$189K	0.01%	730
2023 Q1	$346K	Sell	5,484 -212	-4%	-$14.2K	0.02%	494
2022 Q4	$363K	Buy	5,696 +438	+8%	+$26K	0.02%	472
2022 Q3	$245K	Buy	5,258 +733	+16%	+$40.3K	0.02%	481
2022 Q2	$219K	Buy	+4,525	New	+$246K	0.02%	519
2021 Q4	–	Sell	-4,418	Closed	-$272K	–	578
2021 Q3	$272K	Buy	+4,418	New	+$266K	0.02%	437
2017 Q4	–	Sell	-802	Closed	-$24K	–	605
2017 Q3	$24K	Sell	802 -23,996	-97%	-$691K	0.01%	424
2017 Q2	$656K	Sell	24,798 -304	-1%	-$8.1K	0.14%	152
2017 Q1	$610K	Hold	25,102	–	–	0.13%	159
2016 Q4	$570K	Sell	25,102 -13,505	-35%	-$255K	0.12%	161
2016 Q3	$693K	Buy	+38,607	New	+$677K	0.18%	116
2016 Q1	–	Sell	-68,697	Closed	-$1.04M	–	265
2015 Q4	$1.04M	Sell	68,697 -37,904	-36%	-$648K	0.29%	96
2015 Q3	$1.83M	Buy	106,601 +4	+0%	+$80	0.54%	47
2015 Q2	$2.36M	Buy	106,597 +474	+0.4%	+$10.4K	0.62%	44
2015 Q1	$2.29M	Buy	+106,123	New	+$2.47M	0.63%	42

Other funds holding APO

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Perigon Wealth Management's APO Position: Q3 2026 in Review

Perigon Wealth Management increased its Apollo Global Management (APO) stake by 76% in Q3 2026, buying an estimated $282K and bringing the position to 5,142 shares worth $597K. The position accounts for 0.01% of the portfolio, ranked #812.

Perigon Wealth Management first reported a position in APO in Q1 2015 and has held it in 27 quarters since. The position peaked at $2.36M in Q2 2015. 238 funds tracked by Wall St. Rank hold APO as of Q3 2026.

Perigon Wealth Management held 5,142 shares of Apollo Global Management worth $597K as of Q3 2026.
Perigon Wealth Management bought 2,226 Apollo Global Management shares in Q3 2026, an estimated $282K.
Apollo Global Management made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #812 holding.
Perigon Wealth Management first reported a position in Apollo Global Management in Q1 2015 and has held it in 27 quarters since.
Perigon Wealth Management's Apollo Global Management position peaked at $2.36M in Q2 2015.
238 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.