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WBI Investments’s Apollo Global Management APO Stock Holding History

WBI Investments’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
2025
Q4 		– Sell
-7,639
Closed -$1.02M – 314
2025
Q3 		$1.02M Buy
+7,639
New +$1.08M 0.26% 107
2024
Q3 		– Sell
-13,784
Closed -$1.63M – 231
2024
Q2 		$1.63M Buy
+13,784
New +$1.56M 0.39% 74
2023
Q4 		– Sell
-43,520
Closed -$3.91M – 199
2023
Q3 		$3.91M Buy
+43,520
New +$3.66M 0.79% 24
2020
Q1 		– Sell
-110,990
Closed -$5.29M – 96
2019
Q4 		$5.29M Buy
+110,990
New +$4.74M 0.57% 40

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WBI Investments's APO Position: Q4 2025 in Review

WBI Investments sold out of Apollo Global Management (APO) in Q4 2025, closing a stake of 7,639 shares — an estimated $1.02M sold.

WBI Investments first reported a position in APO in Q4 2019 and held it in 4 quarters. The position peaked at $5.29M in Q4 2019. 1,208 funds tracked by Wall St. Rank hold APO as of Q4 2025.

  • WBI Investments reported no remaining Apollo Global Management position as of Q4 2025 after selling out during the quarter.
  • WBI Investments sold 7,639 Apollo Global Management shares in Q4 2025, an estimated $1.02M.
  • WBI Investments first reported a position in Apollo Global Management in Q4 2019 and held it in 4 quarters.
  • WBI Investments's Apollo Global Management position peaked at $5.29M in Q4 2019.
  • 1,208 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2025.

Based on WBI Investments's 13F filing for Q4 2025, filed 13 Feb 2026.