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

Quotient 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 Q1	$310K	Buy	2,783 +306	+12%	+$37.9K	0.01%	276
2025 Q4	$359K	Sell	2,477 -130	-5%	-$17.3K	0.01%	249
2025 Q3	$347K	Sell	2,607 -150	-5%	-$21.2K	0.01%	250
2025 Q2	$391K	Buy	2,757 +132	+5%	+$17.5K	0.01%	227
2025 Q1	$359K	Sell	2,625 -689	-21%	-$106K	0.01%	224
2024 Q4	$547K	Sell	3,314 -2,974	-47%	-$471K	0.02%	155
2024 Q3	$785K	Sell	6,288 -1,635	-21%	-$189K	0.03%	127
2024 Q2	$935K	Buy	7,923 +4,196	+113%	+$476K	0.03%	110
2024 Q1	$419K	Buy	+3,727	New	+$393K	0.02%	195

Other funds holding APO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Quotient Wealth Partners's APO Position: Q1 2026 in Review

Quotient Wealth Partners increased its Apollo Global Management (APO) stake by 12% in Q1 2026, buying an estimated $37.9K and bringing the position to 2,783 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #276.

Quotient Wealth Partners first reported a position in APO in Q1 2024 and has held it in 9 quarters since. The position peaked at $935K in Q2 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Quotient Wealth Partners held 2,783 shares of Apollo Global Management worth $310K as of Q1 2026.
Quotient Wealth Partners bought 306 Apollo Global Management shares in Q1 2026, an estimated $37.9K.
Apollo Global Management made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #276 holding.
Quotient Wealth Partners first reported a position in Apollo Global Management in Q1 2024 and has held it in 9 quarters since.
Quotient Wealth Partners's Apollo Global Management position peaked at $935K in Q2 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.