EP Wealth Advisors’s Apollo Global Management APO Stock Holding History

EP Wealth Advisors’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	$3.48M	Buy	29,377 +864	+3%	+$109K	0.01%	450
2026 Q1	$3.18M	Sell	28,513 -1,879	-6%	-$233K	0.02%	383
2025 Q4	$4.4M	Buy	+30,392	New	+$4.04M	0.02%	304
2025 Q2	$579K	Sell	4,082 -1,207	-23%	-$160K	﹤0.01%	730
2025 Q1	$724K	Sell	5,289 -271	-5%	-$41.7K	0.01%	585
2024 Q4	$918K	Buy	5,560 +104	+2%	+$16.5K	0.01%	524
2024 Q3	$681K	Buy	5,456 +2,081	+62%	+$240K	0.01%	598
2024 Q2	$399K	Buy	3,375 +185	+6%	+$21K	﹤0.01%	588
2024 Q1	$359K	Buy	3,190 +353	+12%	+$37.3K	﹤0.01%	582
2023 Q4	$264K	Buy	2,837 +300	+12%	+$26.5K	﹤0.01%	654
2023 Q3	$228K	Buy	+2,537	New	+$213K	﹤0.01%	630
2022 Q3	–	Sell	-7,352	Closed	-$356K	–	356
2022 Q2	$356K	Buy	7,352 +3,023	+70%	+$164K	0.01%	445
2022 Q1	$268K	Buy	+4,329	New	+$285K	0.01%	510

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

EP Wealth Advisors's APO Position: Q2 2026 in Review

EP Wealth Advisors increased its Apollo Global Management (APO) stake by 3% in Q2 2026, buying an estimated $109K and bringing the position to 29,377 shares worth $3.48M. The position accounts for 0.01% of the portfolio, ranked #450.

EP Wealth Advisors first reported a position in APO in Q1 2022 and has held it in 13 quarters since. The position peaked at $4.4M in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

EP Wealth Advisors held 29,377 shares of Apollo Global Management worth $3.48M as of Q2 2026.
EP Wealth Advisors bought 864 Apollo Global Management shares in Q2 2026, an estimated $109K.
Apollo Global Management made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #450 holding.
EP Wealth Advisors first reported a position in Apollo Global Management in Q1 2022 and has held it in 13 quarters since.
EP Wealth Advisors's Apollo Global Management position peaked at $4.4M in Q4 2025.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.