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Sagespring Wealth Partners’s Apollo Global Management APO Stock Holding History

Sagespring Wealth Partners’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 		$523K Sell
4,691
-307
-6% -$38.1K 0.01% 487
2025
Q4 		$724K Buy
4,998
+126
+3% +$16.7K 0.01% 384
2025
Q3 		$649K Buy
4,872
+511
+12% +$72.3K 0.01% 403
2025
Q2 		$619K Buy
4,361
+1,845
+73% +$245K 0.01% 378
2025
Q1 		$345K Buy
2,516
+448
+22% +$68.9K 0.01% 474
2024
Q4 		$342K Buy
+2,068
New +$328K 0.01% 439

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

Sagespring Wealth Partners's APO Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Apollo Global Management (APO) stake by 6.1% in Q1 2026, selling an estimated $38.1K and leaving 4,691 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #487.

Sagespring Wealth Partners first reported a position in APO in Q4 2024 and has held it in 6 quarters since. The position peaked at $724K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Sagespring Wealth Partners held 4,691 shares of Apollo Global Management worth $523K as of Q1 2026.
  • Sagespring Wealth Partners sold 307 Apollo Global Management shares in Q1 2026, an estimated $38.1K.
  • Apollo Global Management made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #487 holding.
  • Sagespring Wealth Partners first reported a position in Apollo Global Management in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Apollo Global Management position peaked at $724K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.