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

Triad 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
2025 Q3	–	Sell	-1,789	Closed	-$254K	–	368
2025 Q2	$254K	Buy	+1,789	New	+$237K	0.05%	243
2025 Q1	–	Sell	-2,090	Closed	-$345K	–	214
2024 Q4	$345K	Buy	+2,090	New	+$331K	0.12%	120
2024 Q3	–	Sell	-2,126	Closed	-$251K	–	95
2024 Q2	$251K	Buy	+2,126	New	+$241K	0.13%	78

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Triad Wealth Partners's APO Position: Q3 2025 in Review

Triad Wealth Partners sold out of Apollo Global Management (APO) in Q3 2025, closing a stake of 1,789 shares — an estimated $254K sold.

Triad Wealth Partners first reported a position in APO in Q2 2024 and held it in 3 quarters. The position peaked at $345K in Q4 2024. 1,137 funds tracked by Wall St. Rank hold APO as of Q3 2025.

Triad Wealth Partners reported no remaining Apollo Global Management position as of Q3 2025 after selling out during the quarter.
Triad Wealth Partners sold 1,789 Apollo Global Management shares in Q3 2025, an estimated $254K.
Triad Wealth Partners first reported a position in Apollo Global Management in Q2 2024 and held it in 3 quarters.
Triad Wealth Partners's Apollo Global Management position peaked at $345K in Q4 2024.
1,137 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2025.

Based on Triad Wealth Partners's 13F filing for Q3 2025, filed 30 Oct 2025.