Turtle Creek Wealth Advisors’s Apollo Global Management APO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$211K Sell
1,894
-844
-31% -$105K 0.02% 391
2025
Q4
$396K Sell
2,738
-118
-4% -$15.7K 0.03% 255
2025
Q3
$381K Buy
2,856
+1,147
+67% +$162K 0.03% 244
2025
Q2
$242K Buy
+1,709
New +$227K 0.03% 240
2024
Q1
Sell
-182
Closed -$17K 236
2023
Q4
$17K Buy
+182
New +$16.1K 0.01% 455

Other funds holding APO

Turtle Creek Wealth Advisors's APO Position: Q1 2026 in Review

Turtle Creek Wealth Advisors reduced its Apollo Global Management (APO) stake by 31% in Q1 2026, selling an estimated $105K and leaving 1,894 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #391.

Turtle Creek Wealth Advisors first reported a position in APO in Q4 2023 and has held it in 5 quarters since. The position peaked at $396K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Turtle Creek Wealth Advisors held 1,894 shares of Apollo Global Management worth $211K as of Q1 2026.
  • Turtle Creek Wealth Advisors sold 844 Apollo Global Management shares in Q1 2026, an estimated $105K.
  • Apollo Global Management made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #391 holding.
  • Turtle Creek Wealth Advisors first reported a position in Apollo Global Management in Q4 2023 and has held it in 5 quarters since.
  • Turtle Creek Wealth Advisors's Apollo Global Management position peaked at $396K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.