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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
Q2 		$637K Buy
5,388
+697
+15% +$87.6K 0.01% 464
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 $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 $3.37T AUM 44.26% 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

Sagespring Wealth Partners's APO Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Apollo Global Management (APO) stake by 15% in Q2 2026, buying an estimated $87.6K and bringing the position to 5,388 shares worth $637K. The position accounts for 0.01% of the portfolio, ranked #464.

Sagespring Wealth Partners first reported a position in APO in Q4 2024 and has held it in 7 quarters since. The position peaked at $724K in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Sagespring Wealth Partners held 5,388 shares of Apollo Global Management worth $637K as of Q2 2026.
  • Sagespring Wealth Partners bought 697 Apollo Global Management shares in Q2 2026, an estimated $87.6K.
  • Apollo Global Management made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #464 holding.
  • Sagespring Wealth Partners first reported a position in Apollo Global Management in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Apollo Global Management position peaked at $724K in Q4 2025.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.