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Evolution Wealth Management’s Apollo Global Management APO Stock Holding History

Evolution Wealth Management’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 		$19.7K Hold
166
– – 0.01% 468
2026
Q1 		$18.5K Sell
166
-149
-47% -$18.5K 0.01% 432
2025
Q4 		$45.6K Buy
315
+1
+0.3% +$133 0.04% 257
2025
Q3 		$41.8K Buy
314
+2
+0.6% +$283 0.04% 217
2025
Q2 		$44.3K Buy
+312
New +$41.4K 0.05% 194

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

Evolution Wealth Management's APO Position: Q2 2026 in Review

Evolution Wealth Management held its Apollo Global Management (APO) position steady in Q2 2026 at 166 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #468.

Evolution Wealth Management first reported a position in APO in Q2 2025 and has held it in 5 quarters since. The position peaked at $45.6K in Q4 2025. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Evolution Wealth Management held 166 shares of Apollo Global Management worth $19.7K as of Q2 2026.
  • Evolution Wealth Management left its Apollo Global Management share count unchanged in Q2 2026.
  • Apollo Global Management made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #468 holding.
  • Evolution Wealth Management first reported a position in Apollo Global Management in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's Apollo Global Management position peaked at $45.6K in Q4 2025.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.