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TritonPoint Wealth’s Apollo Global Management APO Stock Holding History

TritonPoint 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
Q1 		– Sell
-1,624
Closed -$235K – 269
2025
Q4 		$235K Sell
1,624
-216
-12% -$28.7K 0.02% 244
2025
Q3 		$245K Buy
1,840
+36
+2% +$5.1K 0.02% 315
2025
Q2 		$256K Buy
1,804
+216
+14% +$28.6K 0.02% 303
2025
Q1 		$218K Sell
1,588
-458
-22% -$70.4K 0.02% 328
2024
Q4 		$338K Buy
+2,046
New +$324K 0.03% 257

Other funds holding APO

BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TritonPoint Wealth's APO Position: Q1 2026 in Review

TritonPoint Wealth sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 1,624 shares — an estimated $235K sold.

TritonPoint Wealth first reported a position in APO in Q4 2024 and held it in 5 quarters. The position peaked at $338K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • TritonPoint Wealth reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • TritonPoint Wealth sold 1,624 Apollo Global Management shares in Q1 2026, an estimated $235K.
  • TritonPoint Wealth first reported a position in Apollo Global Management in Q4 2024 and held it in 5 quarters.
  • TritonPoint Wealth's Apollo Global Management position peaked at $338K in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.