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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Evolution Wealth Management's APO Position: Q1 2026 in Review

Evolution Wealth Management reduced its Apollo Global Management (APO) stake by 47% in Q1 2026, selling an estimated $18.5K and leaving 166 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #432.

Evolution Wealth Management first reported a position in APO in Q2 2025 and has held it in 4 quarters since. The position peaked at $45.6K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Evolution Wealth Management held 166 shares of Apollo Global Management worth $18.5K as of Q1 2026.
  • Evolution Wealth Management sold 149 Apollo Global Management shares in Q1 2026, an estimated $18.5K.
  • Apollo Global Management made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #432 holding.
  • Evolution Wealth Management first reported a position in Apollo Global Management in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Apollo Global Management position peaked at $45.6K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.