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 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 $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

EP Wealth Advisors's APO Position: Q1 2026 in Review

EP Wealth Advisors reduced its Apollo Global Management (APO) stake by 6.2% in Q1 2026, selling an estimated $233K and leaving 28,513 shares worth $3.18M. The position accounts for 0.02% of the portfolio, ranked #383.

EP Wealth Advisors first reported a position in APO in Q1 2022 and has held it in 12 quarters since. The position peaked at $4.4M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

EP Wealth Advisors held 28,513 shares of Apollo Global Management worth $3.18M as of Q1 2026.
EP Wealth Advisors sold 1,879 Apollo Global Management shares in Q1 2026, an estimated $233K.
Apollo Global Management made up 0.02% of EP Wealth Advisors's portfolio in Q1 2026, its #383 holding.
EP Wealth Advisors first reported a position in Apollo Global Management in Q1 2022 and has held it in 12 quarters since.
EP Wealth Advisors's Apollo Global Management position peaked at $4.4M in Q4 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.