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

Private 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	-1,892	Closed	-$224K	–	181
2026 Q2	$224K	Sell	1,892 -350	-16%	-$44K	0.02%	168
2026 Q1	$250K	Sell	2,242 -11,010	-83%	-$1.36M	0.02%	152
2025 Q4	$1.92M	Sell	13,252 -8,148	-38%	-$1.08M	0.14%	70
2025 Q3	$2.85M	Buy	21,400 +5,385	+34%	+$762K	0.2%	62
2025 Q2	$2.27M	Buy	16,015 +6,870	+75%	+$911K	0.18%	65
2025 Q1	$1.25M	Buy	9,145 +895	+11%	+$138K	0.1%	81
2024 Q4	$1.36M	Sell	8,250 -140	-2%	-$22.2K	0.1%	81
2024 Q3	$1.05M	Buy	8,390 +4,290	+105%	+$495K	0.08%	89
2024 Q2	$484K	Buy	+4,100	New	+$465K	0.04%	116
2013 Q4	–	Sell	-26,000	Closed	-$735K	–	172
2013 Q3	$735K	Hold	26,000	–	–	0.17%	106
2013 Q2	$627K	Buy	+26,000	New	+$642K	0.16%	109

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

Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return

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

Private Wealth Partners's APO Position: Q3 2026 in Review

Private Wealth Partners sold out of Apollo Global Management (APO) in Q3 2026, closing a stake of 1,892 shares — an estimated $224K sold.

Private Wealth Partners first reported a position in APO in Q2 2013 and held it in 11 quarters. The position peaked at $2.85M in Q3 2025. 262 funds tracked by Wall St. Rank hold APO as of Q3 2026.

Private Wealth Partners reported no remaining Apollo Global Management position as of Q3 2026 after selling out during the quarter.
Private Wealth Partners sold 1,892 Apollo Global Management shares in Q3 2026, an estimated $224K.
Private Wealth Partners first reported a position in Apollo Global Management in Q2 2013 and held it in 11 quarters.
Private Wealth Partners's Apollo Global Management position peaked at $2.85M in Q3 2025.
262 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

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