Principia Wealth Advisory’s Apollo Global Management APO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$4.78K Buy
33
+8
+32% +$1.06K ﹤0.01% 284
2025
Q3
$3.33K Buy
25
+14
+127% +$1.98K ﹤0.01% 341
2025
Q2
$1.56K Buy
11
+2
+22% +$265 ﹤0.01% 444
2025
Q1
$1.16K Sell
9
-5
-36% -$769 ﹤0.01% 365
2024
Q4
$2.31K Buy
+14
New +$2.22K ﹤0.01% 223

Other funds holding APO

Principia Wealth Advisory's APO Position: Q4 2025 in Review

Principia Wealth Advisory increased its Apollo Global Management (APO) stake by 32% in Q4 2025, buying an estimated $1.06K and bringing the position to 33 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Principia Wealth Advisory first reported a position in APO in Q4 2024 and has held it in 5 quarters since. 1,208 funds tracked by Wall St. Rank hold APO as of Q4 2025.

  • Principia Wealth Advisory held 33 shares of Apollo Global Management worth $4.78K as of Q4 2025.
  • Principia Wealth Advisory bought 8 Apollo Global Management shares in Q4 2025, an estimated $1.06K.
  • Apollo Global Management made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #284 holding.
  • Principia Wealth Advisory first reported a position in Apollo Global Management in Q4 2024 and has held it in 5 quarters since.
  • 1,208 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.