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 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 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

Waverly Advisors's APO Position: Q1 2026 in Review

Waverly Advisors increased its Apollo Global Management (APO) stake by 356% in Q1 2026, buying an estimated $1.73M and bringing the position to 17,859 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #647.

Waverly Advisors first reported a position in APO in Q2 2014 and has held it in 12 quarters since. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Waverly Advisors held 17,859 shares of Apollo Global Management worth $1.99M as of Q1 2026.
Waverly Advisors bought 13,939 Apollo Global Management shares in Q1 2026, an estimated $1.73M.
Apollo Global Management made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #647 holding.
Waverly Advisors first reported a position in Apollo Global Management in Q2 2014 and has held it in 12 quarters since.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.