Ellevest Inc
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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
Q3 		$232K Sell
2,017
-331
-14% -$42K 0.03% 400
2026
Q2 		$276K Sell
2,348
-523
-18% -$65.8K 0.03% 377
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Ellevest Inc's APO Position: Q3 2026 in Review

Ellevest Inc reduced its Apollo Global Management (APO) stake by 14% in Q3 2026, selling an estimated $42K and leaving 2,017 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #400.

Ellevest Inc first reported a position in APO in Q3 2022 and has held it in 17 quarters since. The position peaked at $735K in Q4 2024. 691 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Ellevest Inc held 2,017 shares of Apollo Global Management worth $232K as of Q3 2026.
  • Ellevest Inc sold 331 Apollo Global Management shares in Q3 2026, an estimated $42K.
  • Apollo Global Management made up 0.03% of Ellevest Inc's portfolio in Q3 2026, its #400 holding.
  • Ellevest Inc first reported a position in Apollo Global Management in Q3 2022 and has held it in 17 quarters since.
  • Ellevest Inc's Apollo Global Management position peaked at $735K in Q4 2024.
  • 691 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.