EI
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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Ellevest Inc's APO Position: Q2 2026 in Review

Ellevest Inc reduced its Apollo Global Management (APO) stake by 18% in Q2 2026, selling an estimated $65.8K and leaving 2,348 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #377.

Ellevest Inc first reported a position in APO in Q3 2022 and has held it in 16 quarters since. The position peaked at $735K in Q4 2024. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Ellevest Inc held 2,348 shares of Apollo Global Management worth $276K as of Q2 2026.
  • Ellevest Inc sold 523 Apollo Global Management shares in Q2 2026, an estimated $65.8K.
  • Apollo Global Management made up 0.03% of Ellevest Inc's portfolio in Q2 2026, its #377 holding.
  • Ellevest Inc first reported a position in Apollo Global Management in Q3 2022 and has held it in 16 quarters since.
  • Ellevest Inc's Apollo Global Management position peaked at $735K in Q4 2024.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.