Third View Private Wealth’s Apollo Global Management APO Stock Holding History

Third View Private 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	$6.54M	Buy	56,316 +2,362	+4%	+$300K	0.77%	27
2026 Q2	$6.38M	Buy	53,954 +1,040	+2%	+$131K	0.78%	26
2026 Q1	$5.9M	Buy	52,914 +25,943	+96%	+$3.22M	0.81%	27
2025 Q4	$3.9M	Buy	+26,971	New	+$3.58M	0.53%	38

Other funds holding APO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Third View Private Wealth's APO Position: Q3 2026 in Review

Third View Private Wealth increased its Apollo Global Management (APO) stake by 4.4% in Q3 2026, buying an estimated $300K and bringing the position to 56,316 shares worth $6.54M. The position accounts for 0.77% of the portfolio, ranked #27.

Third View Private Wealth first reported a position in APO in Q4 2025 and has held it in 4 quarters since. 575 funds tracked by Wall St. Rank hold APO as of Q3 2026.

Third View Private Wealth held 56,316 shares of Apollo Global Management worth $6.54M as of Q3 2026.
Third View Private Wealth bought 2,362 Apollo Global Management shares in Q3 2026, an estimated $300K.
Apollo Global Management made up 0.77% of Third View Private Wealth's portfolio in Q3 2026, its #27 holding.
Third View Private Wealth first reported a position in Apollo Global Management in Q4 2025 and has held it in 4 quarters since.
575 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.