Robertson Stephens Wealth Management’s Apollo Global Management APO Stock Holding History

Robertson Stephens 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	$376K	Buy	3,379 +26	+0.8%	+$3.22K	0.01%	463
2025 Q4	$485K	Hold	3,353	–	–	0.01%	433
2025 Q3	$447K	Buy	3,353 +683	+26%	+$96.7K	0.01%	376
2025 Q2	$379K	Buy	+2,670	New	+$354K	0.01%	421

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

Robertson Stephens Wealth Management's APO Position: Q1 2026 in Review

Robertson Stephens Wealth Management increased its Apollo Global Management (APO) stake by 0.78% in Q1 2026, buying an estimated $3.22K and bringing the position to 3,379 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #463.

Robertson Stephens Wealth Management first reported a position in APO in Q2 2025 and has held it in 4 quarters since. The position peaked at $485K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Robertson Stephens Wealth Management held 3,379 shares of Apollo Global Management worth $376K as of Q1 2026.
Robertson Stephens Wealth Management bought 26 Apollo Global Management shares in Q1 2026, an estimated $3.22K.
Apollo Global Management made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #463 holding.
Robertson Stephens Wealth Management first reported a position in Apollo Global Management in Q2 2025 and has held it in 4 quarters since.
Robertson Stephens Wealth Management's Apollo Global Management position peaked at $485K in Q4 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.