EPW
APO icon

Evolve Private Wealth’s Apollo Global Management APO Stock Holding History

Evolve Private Wealth’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 		$496K Buy
4,189
+1,236
+42% +$155K 0.03% 522
2026
Q1 		$329K Buy
2,953
+780
+36% +$96.7K 0.02% 743
2025
Q4 		$315K Buy
+2,173
New +$289K 0.02% 707

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's APO Position: Q2 2026 in Review

Evolve Private Wealth increased its Apollo Global Management (APO) stake by 42% in Q2 2026, buying an estimated $155K and bringing the position to 4,189 shares worth $496K. The position accounts for 0.03% of the portfolio, ranked #522.

Evolve Private Wealth first reported a position in APO in Q4 2025 and has held it in 3 quarters since. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Evolve Private Wealth held 4,189 shares of Apollo Global Management worth $496K as of Q2 2026.
  • Evolve Private Wealth bought 1,236 Apollo Global Management shares in Q2 2026, an estimated $155K.
  • Apollo Global Management made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #522 holding.
  • Evolve Private Wealth first reported a position in Apollo Global Management in Q4 2025 and has held it in 3 quarters since.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

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