Tanager Wealth Management’s Apollo Global Management APO Stock Holding History

Tanager Wealth 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 Q1	–	Sell	-1,644	Closed	-$238K	–	148
2025 Q4	$238K	Buy	1,644 +37	+2%	+$4.91K	0.02%	123
2025 Q3	$214K	Buy	1,607 +8	+0.5%	+$1.13K	0.02%	124
2025 Q2	$227K	Sell	1,599 -125	-7%	-$16.6K	0.03%	109
2025 Q1	$236K	Buy	1,724 +32	+2%	+$4.92K	0.03%	107
2024 Q4	$279K	Buy	1,692 +13	+0.8%	+$2.06K	0.04%	92
2024 Q3	$210K	Buy	+1,679	New	+$194K	0.03%	104

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

Tanager Wealth Management's APO Position: Q1 2026 in Review

Tanager Wealth Management sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 1,644 shares — an estimated $238K sold.

Tanager Wealth Management first reported a position in APO in Q3 2024 and held it in 6 quarters. The position peaked at $279K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Tanager Wealth Management reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
Tanager Wealth Management sold 1,644 Apollo Global Management shares in Q1 2026, an estimated $238K.
Tanager Wealth Management first reported a position in Apollo Global Management in Q3 2024 and held it in 6 quarters.
Tanager Wealth Management's Apollo Global Management position peaked at $279K in Q4 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Tanager Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.