Premier Path Wealth Partners
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Premier Path Wealth Partners’s Apollo Global Management APO Stock Holding History

Premier Path 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
-2,532
Closed -$300K – 379
2026
Q2 		$300K Sell
2,532
-110
-4% -$13.8K 0.03% 359
2026
Q1 		$294K Buy
2,642
+196
+8% +$24.3K 0.04% 349
2025
Q4 		$354K Buy
2,446
+178
+8% +$23.6K 0.05% 299
2025
Q3 		$302K Buy
2,268
+71
+3% +$10.1K 0.04% 330
2025
Q2 		$312K Buy
+2,197
New +$291K 0.04% 318

Other funds holding APO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Premier Path Wealth Partners's APO Position: Q3 2026 in Review

Premier Path Wealth Partners sold out of Apollo Global Management (APO) in Q3 2026, closing a stake of 2,532 shares — an estimated $300K sold.

Premier Path Wealth Partners first reported a position in APO in Q2 2025 and held it in 5 quarters. The position peaked at $354K in Q4 2025. 621 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Premier Path Wealth Partners reported no remaining Apollo Global Management position as of Q3 2026 after selling out during the quarter.
  • Premier Path Wealth Partners sold 2,532 Apollo Global Management shares in Q3 2026, an estimated $300K.
  • Premier Path Wealth Partners first reported a position in Apollo Global Management in Q2 2025 and held it in 5 quarters.
  • Premier Path Wealth Partners's Apollo Global Management position peaked at $354K in Q4 2025.
  • 621 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.