Turn8 Private Wealth’s Apollo Global Management APO Stock Holding History

Turn8 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 Q2	$1.35M	Sell	11,452 -14,883	-57%	-$1.87M	0.9%	35
2026 Q1	$2.93M	Buy	26,335 +1,890	+8%	+$234K	1.83%	28
2025 Q4	$3.54M	Sell	24,445 -412	-2%	-$54.7K	2.54%	22
2025 Q3	$3.31M	Buy	24,857 +990	+4%	+$140K	2.38%	26
2025 Q2	$3.44M	Buy	23,867 +861	+4%	+$114K	2.48%	21
2025 Q1	$3.15M	Sell	23,006 -1,387	-6%	-$213K	2.46%	21
2024 Q4	$4.03M	Buy	+24,393	New	+$3.86M	2.87%	10

Other funds holding APO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Turn8 Private Wealth's APO Position: Q2 2026 in Review

Turn8 Private Wealth reduced its Apollo Global Management (APO) stake by 57% in Q2 2026, selling an estimated $1.87M and leaving 11,452 shares worth $1.35M. The position accounts for 0.9% of the portfolio, ranked #35.

Turn8 Private Wealth first reported a position in APO in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.03M in Q4 2024. 1,171 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Turn8 Private Wealth held 11,452 shares of Apollo Global Management worth $1.35M as of Q2 2026.
Turn8 Private Wealth sold 14,883 Apollo Global Management shares in Q2 2026, an estimated $1.87M.
Apollo Global Management made up 0.9% of Turn8 Private Wealth's portfolio in Q2 2026, its #35 holding.
Turn8 Private Wealth first reported a position in Apollo Global Management in Q4 2024 and has held it in 7 quarters since.
Turn8 Private Wealth's Apollo Global Management position peaked at $4.03M in Q4 2024.
1,171 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Turn8 Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.