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

Topsail 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
Q2 		$318K Sell
2,688
-19
-0.7% -$2.39K 0.04% 135
2026
Q1 		$302K Sell
2,707
-9
-0.3% -$1.12K 0.04% 129
2025
Q4 		$393K Sell
2,716
-12
-0.4% -$1.59K 0.06% 105
2025
Q3 		$364K Buy
+2,728
New +$386K 0.06% 107

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Topsail Wealth Management's APO Position: Q2 2026 in Review

Topsail Wealth Management reduced its Apollo Global Management (APO) stake by 0.7% in Q2 2026, selling an estimated $2.39K and leaving 2,688 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #135.

Topsail Wealth Management first reported a position in APO in Q3 2025 and has held it in 4 quarters since. The position peaked at $393K in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Topsail Wealth Management held 2,688 shares of Apollo Global Management worth $318K as of Q2 2026.
  • Topsail Wealth Management sold 19 Apollo Global Management shares in Q2 2026, an estimated $2.39K.
  • Apollo Global Management made up 0.04% of Topsail Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Topsail Wealth Management first reported a position in Apollo Global Management in Q3 2025 and has held it in 4 quarters since.
  • Topsail Wealth Management's Apollo Global Management position peaked at $393K in Q4 2025.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.