Stone Summit Wealth’s Apollo Global Management APO Stock Holding History

Stone Summit Wealth’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	$398K	Sell	3,430 -70	-2%	-$8.88K	0.11%	107
2026 Q2	$414K	Sell	3,500 -100	-3%	-$12.6K	0.11%	110
2026 Q1	$401K	Sell	3,600 -200	-5%	-$24.8K	0.11%	104
2025 Q4	$550K	Hold	3,800	–	–	0.15%	90
2025 Q3	$506K	Hold	3,800	–	–	0.14%	101
2025 Q2	$539K	Hold	3,800	–	–	0.17%	97
2025 Q1	$520K	Sell	3,800 -75	-2%	-$11.5K	0.18%	95
2024 Q4	$640K	Hold	3,875	–	–	0.21%	84
2024 Q3	$484K	Hold	3,875	–	–	0.16%	105
2024 Q2	$458K	Sell	3,875 -25	-0.6%	-$2.84K	0.16%	100
2024 Q1	$439K	Hold	3,900	–	–	0.15%	104
2023 Q4	$363K	Hold	3,900	–	–	0.14%	115
2023 Q3	$350K	Hold	3,900	–	–	0.15%	115
2023 Q2	$300K	Hold	3,900	–	–	0.12%	119
2023 Q1	$246K	Sell	3,900 -295	-7%	-$19.8K	0.11%	123
2022 Q4	$268K	Buy	+4,195	New	+$249K	0.13%	119
2022 Q3	–	Sell	-4,195	Closed	-$203K	–	124
2022 Q2	$203K	Buy	+4,195	New	+$228K	0.12%	125

Other funds holding APO

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 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

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

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

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Stone Summit Wealth's APO Position: Q3 2026 in Review

Stone Summit Wealth reduced its Apollo Global Management (APO) stake by 2% in Q3 2026, selling an estimated $8.88K and leaving 3,430 shares worth $398K. The position accounts for 0.11% of the portfolio, ranked #107.

Stone Summit Wealth first reported a position in APO in Q2 2022 and has held it in 17 quarters since. The position peaked at $640K in Q4 2024. 189 funds tracked by Wall St. Rank hold APO as of Q3 2026.

Stone Summit Wealth held 3,430 shares of Apollo Global Management worth $398K as of Q3 2026.
Stone Summit Wealth sold 70 Apollo Global Management shares in Q3 2026, an estimated $8.88K.
Apollo Global Management made up 0.11% of Stone Summit Wealth's portfolio in Q3 2026, its #107 holding.
Stone Summit Wealth first reported a position in Apollo Global Management in Q2 2022 and has held it in 17 quarters since.
Stone Summit Wealth's Apollo Global Management position peaked at $640K in Q4 2024.
189 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.