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Apollo Global Mgmt shares owned by Regent Peak Wealth Advisors

Quarter-by-quarter ownership of Apollo Global Mgmt (APO) shares owned by Regent Peak Wealth Advisors from 13F filings

Historical chart of Regent Peak Wealth Advisors investment in Apollo Global Mgmt

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All positions including Apollo Global Mgmt held by Regent Peak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apollo Global Mgmt by Regent Peak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 8.8k 133.28
2025-03-31 $616k 4.5k 136.93
2024-12-31 $724k 4.4k 165.18
2024-09-30 $542k 4.3k 124.92
2024-06-30 $507k 4.3k 118.08

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Top funds holding Apollo Global Mgmt

Vanguard Group
BlackRock
Capital World Investors
FMR
State Street Corporation
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Geode Capital Management
Capital Research Global Investors
Franklin Resources
Jane Street
Morgan Stanley
UBS Group
Wells Fargo & Company
Tiger Global Management

View all funds holding Apollo Global Mgmt