Ellevest Inc’s Apollo Global Management APO Stock Holding History

Ellevest Inc’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	$320K	Sell	2,871 -1,067	-27%	-$132K	0.04%	314
2025 Q4	$570K	Sell	3,938 -447	-10%	-$59.4K	0.08%	191
2025 Q3	$584K	Sell	4,385 -426	-9%	-$60.3K	0.08%	190
2025 Q2	$683K	Buy	4,811 +257	+6%	+$34.1K	0.11%	137
2025 Q1	$624K	Buy	4,554 +103	+2%	+$15.8K	0.04%	158
2024 Q4	$735K	Buy	4,451 +67	+2%	+$10.6K	0.04%	141
2024 Q3	$548K	Sell	4,384 -1,667	-28%	-$192K	0.03%	193
2024 Q2	$714K	Buy	6,051 +713	+13%	+$80.9K	0.04%	145
2024 Q1	$600K	Buy	5,338 +40	+0.8%	+$4.22K	0.04%	165
2023 Q4	$494K	Sell	5,298 -190	-3%	-$16.8K	0.03%	183
2023 Q3	$493K	Buy	5,488 +1,085	+25%	+$91.2K	0.04%	150
2023 Q2	$338K	Buy	4,403 +1,632	+59%	+$109K	0.03%	248
2023 Q1	$175K	Buy	2,771 +2,143	+341%	+$144K	0.01%	339
2022 Q4	$40.1K	Buy	628 +433	+222%	+$25.7K	﹤0.01%	667
2022 Q3	$9K	Buy	+195	New	+$10.7K	﹤0.01%	1018

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

Ellevest Inc's APO Position: Q1 2026 in Review

Ellevest Inc reduced its Apollo Global Management (APO) stake by 27% in Q1 2026, selling an estimated $132K and leaving 2,871 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #314.

Ellevest Inc first reported a position in APO in Q3 2022 and has held it in 15 quarters since. The position peaked at $735K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Ellevest Inc held 2,871 shares of Apollo Global Management worth $320K as of Q1 2026.
Ellevest Inc sold 1,067 Apollo Global Management shares in Q1 2026, an estimated $132K.
Apollo Global Management made up 0.04% of Ellevest Inc's portfolio in Q1 2026, its #314 holding.
Ellevest Inc first reported a position in Apollo Global Management in Q3 2022 and has held it in 15 quarters since.
Ellevest Inc's Apollo Global Management position peaked at $735K in Q4 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.