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Waverly Advisors’s Apollo Global Management APO Stock Holding History

Waverly Advisors’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 		$446K Sell
3,771
-14,088
-79% -$1.77M ﹤0.01% 1231
2026
Q1 		$1.99M Buy
17,859
+13,939
+356% +$1.73M 0.01% 647
2025
Q4 		$567K Buy
3,920
+1,657
+73% +$220K ﹤0.01% 966
2025
Q3 		$302K Sell
2,263
-822
-27% -$116K ﹤0.01% 1039
2025
Q2 		$438K Buy
3,085
+110
+4% +$14.6K ﹤0.01% 838
2025
Q1 		$407K Buy
2,975
+1,341
+82% +$206K 0.01% 829
2024
Q4 		$270K Buy
+1,634
New +$259K ﹤0.01% 852
2015
Q4 		– Sell
-2,840
Closed -$49K – 143
2015
Q3 		$49K Buy
2,840
+64
+2% +$1.27K 0.03% 138
2015
Q2 		$61K Buy
2,776
+41
+1% +$900 0.04% 112
2015
Q1 		$59K Buy
2,735
+98
+4% +$2.28K 0.03% 110
2014
Q4 		$62K Buy
2,637
+77
+3% +$1.77K 0.03% 102
2014
Q3 		$61K Buy
2,560
+565
+28% +$14.1K 0.03% 198
2014
Q2 		$55K Buy
+1,995
New +$54.2K 0.02% 222

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

Waverly Advisors's APO Position: Q2 2026 in Review

Waverly Advisors reduced its Apollo Global Management (APO) stake by 79% in Q2 2026, selling an estimated $1.77M and leaving 3,771 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

Waverly Advisors first reported a position in APO in Q2 2014 and has held it in 13 quarters since. The position peaked at $1.99M in Q1 2026. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Waverly Advisors held 3,771 shares of Apollo Global Management worth $446K as of Q2 2026.
  • Waverly Advisors sold 14,088 Apollo Global Management shares in Q2 2026, an estimated $1.77M.
  • Apollo Global Management made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1231 holding.
  • Waverly Advisors first reported a position in Apollo Global Management in Q2 2014 and has held it in 13 quarters since.
  • Waverly Advisors's Apollo Global Management position peaked at $1.99M in Q1 2026.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.