Twin Peaks Wealth Advisors’s Apollo Global Management APO Stock Holding History

Twin Peaks Wealth Advisors’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	$67.5K	Buy	+606	New	+$75.1K	0.02%	360
2025 Q3	–	Sell	-496	Closed	-$71.7K	–	279
2025 Q2	$71.7K	Buy	+496	New	+$65.8K	0.02%	277

Other funds holding APO

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Twin Peaks Wealth Advisors's APO Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Apollo Global Management (APO) in Q1 2026: 606 shares worth $67.5K. The stake represents 0.02% of the portfolio and ranks #360 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in APO as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in APO in Q2 2025 and has held it in 2 quarters since. The position peaked at $71.7K in Q2 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Twin Peaks Wealth Advisors held 606 shares of Apollo Global Management worth $67.5K as of Q1 2026.
Apollo Global Management was a new Twin Peaks Wealth Advisors position in Q1 2026.
Apollo Global Management made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #360 holding.
Twin Peaks Wealth Advisors first reported a position in Apollo Global Management in Q2 2025 and has held it in 2 quarters since.
Twin Peaks Wealth Advisors's Apollo Global Management position peaked at $71.7K in Q2 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.