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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
Q2 		$1.32M Buy
11,168
+58
+0.5% +$7.29K 0.03% 359
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 $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 $3.38T AUM 44.17% 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

WCG Wealth Advisors's APO Position: Q2 2026 in Review

WCG Wealth Advisors increased its Apollo Global Management (APO) stake by 0.52% in Q2 2026, buying an estimated $7.29K and bringing the position to 11,168 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #359.

WCG Wealth Advisors first reported a position in APO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.24M in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • WCG Wealth Advisors held 11,168 shares of Apollo Global Management worth $1.32M as of Q2 2026.
  • WCG Wealth Advisors bought 58 Apollo Global Management shares in Q2 2026, an estimated $7.29K.
  • Apollo Global Management made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #359 holding.
  • WCG Wealth Advisors first reported a position in Apollo Global Management in Q4 2025 and has held it in 3 quarters since.
  • WCG Wealth Advisors's Apollo Global Management position peaked at $2.24M in Q4 2025.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

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