APO β€” APOLLO GLOBAL MGMT INC

Ownership history in Core Wealth Partners LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Core Wealth Partners LLC reported a position in APOLLO GLOBAL MGMT INC (APO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.13% (2024 Q4)
πŸ“Š Avg. % of fund
0.12%
πŸ“… First filed
2024 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
2
% of Fund (quarterly)    APO price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,669 +312 +23.0% 0.10% $222K $132.21
2024 Q4 INITIATED 1,357 β€” β€” 0.13% $224K $162.21

🏒 Other funds also holding APO

As of 2025 Q4 β€” sorted by position size

Curated Wealth Partners LLC 3Y 34.81% MSA Advisors, LLC 31.16% GUARDIAN POINT CAPITAL, LP 3Y 7Y 15.68% Knott David M Jr 3Y 15.08% PB INVESTMENT PARTNERS, L.P. 3Y 15.05% OCO Capital Partners, L.P. 3Y 12.54% NFC Investments, LLC 3Y 7Y 12.02% Heard Capital LLC 3Y 10.28% COBALT CAPITAL MANAGEMENT, INC. 3Y 7Y 10.25% Newbrook Capital Advisors LP 3Y 7Y 10.08%
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