Private Wealth Asset Management’s Apollo Global Management APO Stock Holding History

Private Wealth Asset 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 Q2	$20.7K	Hold	175	–	–	﹤0.01%	561
2026 Q1	$19.5K	Sell	175 -2	-1%	-$248	﹤0.01%	569
2025 Q4	$25.6K	Hold	177	–	–	﹤0.01%	511
2025 Q3	$23.6K	Hold	177	–	–	﹤0.01%	501
2025 Q2	$25.1K	Sell	177 -23	-12%	-$3.05K	﹤0.01%	506
2025 Q1	$27.4K	Buy	+200	New	+$30.8K	﹤0.01%	461

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 $3.38T AUM 44.17% 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

Private Wealth Asset Management's APO Position: Q2 2026 in Review

Private Wealth Asset Management held its Apollo Global Management (APO) position steady in Q2 2026 at 175 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Private Wealth Asset Management first reported a position in APO in Q1 2025 and has held it in 6 quarters since. The position peaked at $27.4K in Q1 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Private Wealth Asset Management held 175 shares of Apollo Global Management worth $20.7K as of Q2 2026.
Private Wealth Asset Management left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #561 holding.
Private Wealth Asset Management first reported a position in Apollo Global Management in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Apollo Global Management position peaked at $27.4K in Q1 2025.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.