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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
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 $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

Evolve Private Wealth's APO Position: Q1 2026 in Review

Evolve Private Wealth increased its Apollo Global Management (APO) stake by 36% in Q1 2026, buying an estimated $96.7K and bringing the position to 2,953 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #743.

Evolve Private Wealth first reported a position in APO in Q4 2025 and has held it in 2 quarters since. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Evolve Private Wealth held 2,953 shares of Apollo Global Management worth $329K as of Q1 2026.
  • Evolve Private Wealth bought 780 Apollo Global Management shares in Q1 2026, an estimated $96.7K.
  • Apollo Global Management made up 0.02% of Evolve Private Wealth's portfolio in Q1 2026, its #743 holding.
  • Evolve Private Wealth first reported a position in Apollo Global Management in Q4 2025 and has held it in 2 quarters since.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.