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Wealth Preservation Advisors’s Apollo Global Management APO Stock Holding History

Wealth Preservation 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
Q3 		$2.21M Buy
19,044
+6,609
+53% +$839K 1.05% 13
2026
Q2 		$1.47M Buy
12,435
+2,943
+31% +$370K 0.84% 18
2026
Q1 		$1.06M Buy
9,492
+7,644
+414% +$947K 0.88% 17
2025
Q4 		$268K Buy
1,848
+114
+7% +$15.1K 0.13% 73
2025
Q3 		$231K Hold
1,734
– – 0.13% 75
2025
Q2 		$246K Buy
1,734
+715
+70% +$94.8K 0.15% 75
2025
Q1 		$140K Buy
+1,019
New +$157K 0.1% 100

Other funds holding APO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
National Philanthropic Trust
National Philanthropic Trust Jenkintown, Pennsylvania $7.05B AUM 11.49% 1-Year Est. Return

Wealth Preservation Advisors's APO Position: Q3 2026 in Review

Wealth Preservation Advisors increased its Apollo Global Management (APO) stake by 53% in Q3 2026, buying an estimated $839K and bringing the position to 19,044 shares worth $2.21M. The position accounts for 1.05% of the portfolio, ranked #13.

Wealth Preservation Advisors first reported a position in APO in Q1 2025 and has held it in 7 quarters since. 949 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Wealth Preservation Advisors held 19,044 shares of Apollo Global Management worth $2.21M as of Q3 2026.
  • Wealth Preservation Advisors bought 6,609 Apollo Global Management shares in Q3 2026, an estimated $839K.
  • Apollo Global Management made up 1.05% of Wealth Preservation Advisors's portfolio in Q3 2026, its #13 holding.
  • Wealth Preservation Advisors first reported a position in Apollo Global Management in Q1 2025 and has held it in 7 quarters since.
  • 949 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Wealth Preservation Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.