Wealthspire Advisors (New York)’s Apollo Global Management APO Stock Holding History

Wealthspire Advisors (New York)’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	$2.39M	Sell	21,475 -2,412	-10%	-$299K	0.02%	259
2025 Q4	$3.46M	Buy	23,887 +1,015	+4%	+$135K	0.03%	206
2025 Q3	$3.05M	Sell	22,872 -507	-2%	-$71.8K	0.02%	213
2025 Q2	$3.32M	Buy	23,379 +1,500	+7%	+$199K	0.02%	205
2025 Q1	$3M	Sell	21,879 -922	-4%	-$142K	0.02%	212
2024 Q4	$3.77M	Sell	22,801 -519	-2%	-$82.2K	0.04%	168
2024 Q3	$2.91M	Buy	23,320 +11,086	+91%	+$1.28M	0.03%	191
2024 Q2	$1.44M	Sell	12,234 -300	-2%	-$34K	0.02%	253
2024 Q1	$1.41M	Sell	12,534 -81	-0.6%	-$8.55K	0.02%	253
2023 Q4	$1.18M	Buy	12,615 +1,778	+16%	+$157K	0.02%	284
2023 Q3	$973K	Buy	10,837 +541	+5%	+$45.5K	0.02%	284
2023 Q2	$791K	Sell	10,296 -33	-0.3%	-$2.21K	0.01%	293
2023 Q1	$652K	Buy	10,329 +1,454	+16%	+$97.4K	0.01%	313
2022 Q4	$566K	Buy	+8,875	New	+$527K	0.01%	351
2022 Q1	–	Sell	-8,411	Closed	-$609K	–	441
2021 Q4	$609K	Sell	8,411 -2,363	-22%	-$170K	0.01%	291
2021 Q3	$664K	Buy	+10,774	New	+$648K	0.01%	308

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

Wealthspire Advisors (New York)'s APO Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Apollo Global Management (APO) stake by 10% in Q1 2026, selling an estimated $299K and leaving 21,475 shares worth $2.39M. The position accounts for 0.02% of the portfolio, ranked #259.

Wealthspire Advisors (New York) first reported a position in APO in Q3 2021 and has held it in 16 quarters since. The position peaked at $3.77M in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Wealthspire Advisors (New York) held 21,475 shares of Apollo Global Management worth $2.39M as of Q1 2026.
Wealthspire Advisors (New York) sold 2,412 Apollo Global Management shares in Q1 2026, an estimated $299K.
Apollo Global Management made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #259 holding.
Wealthspire Advisors (New York) first reported a position in Apollo Global Management in Q3 2021 and has held it in 16 quarters since.
Wealthspire Advisors (New York)'s Apollo Global Management position peaked at $3.77M in Q4 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.