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 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 $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

Waterfront Wealth's APO Position: Q1 2026 in Review

Waterfront Wealth increased its Apollo Global Management (APO) stake by 5.4% in Q1 2026, buying an estimated $51.4K and bringing the position to 8,058 shares worth $898K. The position accounts for 0.16% of the portfolio, ranked #161.

Waterfront Wealth first reported a position in APO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.21M in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Waterfront Wealth held 8,058 shares of Apollo Global Management worth $898K as of Q1 2026.
Waterfront Wealth bought 415 Apollo Global Management shares in Q1 2026, an estimated $51.4K.
Apollo Global Management made up 0.16% of Waterfront Wealth's portfolio in Q1 2026, its #161 holding.
Waterfront Wealth first reported a position in Apollo Global Management in Q4 2021 and has held it in 18 quarters since.
Waterfront Wealth's Apollo Global Management position peaked at $1.21M in Q4 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Waterfront Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.