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

Ritholtz 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	–	Sell	-3,742	Closed	-$542K	–	1197
2025 Q4	$542K	Buy	3,742 +309	+9%	+$41K	0.01%	696
2025 Q3	$458K	Buy	3,433 +6	+0.2%	+$849	0.01%	708
2025 Q2	$486K	Buy	3,427 +718	+27%	+$95.2K	0.01%	650
2025 Q1	$371K	Buy	2,709 +1,323	+95%	+$203K	0.01%	678
2024 Q4	$229K	Buy	+1,386	New	+$220K	0.01%	785

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

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

Ritholtz Wealth Management sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 3,742 shares — an estimated $542K sold.

Ritholtz Wealth Management first reported a position in APO in Q4 2024 and held it in 5 quarters. The position peaked at $542K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Ritholtz Wealth Management reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
Ritholtz Wealth Management sold 3,742 Apollo Global Management shares in Q1 2026, an estimated $542K.
Ritholtz Wealth Management first reported a position in Apollo Global Management in Q4 2024 and held it in 5 quarters.
Ritholtz Wealth Management's Apollo Global Management position peaked at $542K in Q4 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.