Waterfront Wealth’s Apollo Global Management APO Stock Holding History

Waterfront 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	$969K	Sell	8,053 -5	-0.1%	-$629	0.15%	172
2026 Q1	$898K	Buy	8,058 +415	+5%	+$51.4K	0.16%	161
2025 Q4	$1.03M	Buy	7,643 +31	+0.4%	+$4.12K	0.19%	148
2025 Q3	$963K	Buy	7,612 +184	+2%	+$26.1K	0.2%	144
2025 Q2	$1.05M	Buy	7,428 +100	+1%	+$13.3K	0.24%	128
2025 Q1	$1M	Hold	7,328	–	–	0.24%	129
2024 Q4	$1.21M	Sell	7,328 -100	-1%	-$15.8K	0.29%	96
2024 Q3	$1.08M	Hold	7,428	–	–	0.27%	119
2024 Q2	$877K	Hold	7,428	–	–	0.24%	137
2024 Q1	$832K	Sell	7,428 -25	-0.3%	-$2.64K	0.23%	137
2023 Q4	$695K	Hold	7,453	–	–	0.2%	141
2023 Q3	$615K	Hold	7,453	–	–	0.2%	143
2023 Q2	$607K	Hold	7,453	–	–	0.18%	154
2023 Q1	$471K	Hold	7,453	–	–	0.15%	166
2022 Q4	$528K	Hold	7,453	–	–	0.18%	161
2022 Q3	$410K	Buy	7,453 +146	+2%	+$8.02K	0.16%	166
2022 Q2	$354K	Hold	7,307	–	–	0.14%	174
2022 Q1	$421K	Hold	7,307	–	–	0.15%	151
2021 Q4	$529K	Buy	+7,307	New	+$527K	0.21%	114

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

Waterfront Wealth's APO Position: Q2 2026 in Review

Waterfront Wealth reduced its Apollo Global Management (APO) stake by 0.06% in Q2 2026, selling an estimated $629 and leaving 8,053 shares worth $969K. The position accounts for 0.15% of the portfolio, ranked #172.

Waterfront Wealth first reported a position in APO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.21M in Q4 2024. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Waterfront Wealth held 8,053 shares of Apollo Global Management worth $969K as of Q2 2026.
Waterfront Wealth sold 5 Apollo Global Management shares in Q2 2026, an estimated $629.
Apollo Global Management made up 0.15% of Waterfront Wealth's portfolio in Q2 2026, its #172 holding.
Waterfront Wealth first reported a position in Apollo Global Management in Q4 2021 and has held it in 19 quarters since.
Waterfront Wealth's Apollo Global Management position peaked at $1.21M in Q4 2024.
1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.