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WCG Wealth Advisors’s Apollo Global Management APO Stock Holding History

WCG Wealth 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 		$1.24M Sell
11,110
-4,368
-28% -$541K 0.03% 343
2025
Q4 		$2.24M Buy
+15,478
New +$2.06M 0.06% 244

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

WCG Wealth Advisors's APO Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Apollo Global Management (APO) stake by 28% in Q1 2026, selling an estimated $541K and leaving 11,110 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #343.

WCG Wealth Advisors first reported a position in APO in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.24M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • WCG Wealth Advisors held 11,110 shares of Apollo Global Management worth $1.24M as of Q1 2026.
  • WCG Wealth Advisors sold 4,368 Apollo Global Management shares in Q1 2026, an estimated $541K.
  • Apollo Global Management made up 0.03% of WCG Wealth Advisors's portfolio in Q1 2026, its #343 holding.
  • WCG Wealth Advisors first reported a position in Apollo Global Management in Q4 2025 and has held it in 2 quarters since.
  • WCG Wealth Advisors's Apollo Global Management position peaked at $2.24M in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.