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Wellington-Altus USA’s Apollo Global Management APO Stock Holding History

Wellington-Altus USA’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 		– Sell
-100
Closed -$14.5K – 691
2025
Q4 		$14.5K Buy
+100
New +$13.3K 0.01% 542

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wellington-Altus USA's APO Position: Q1 2026 in Review

Wellington-Altus USA sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 100 shares — an estimated $14.5K sold.

Wellington-Altus USA first reported a position in APO in Q4 2025 and held it in 1 quarter. The position peaked at $14.5K in Q4 2025. 1,136 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Wellington-Altus USA reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • Wellington-Altus USA sold 100 Apollo Global Management shares in Q1 2026, an estimated $14.5K.
  • Wellington-Altus USA first reported a position in Apollo Global Management in Q4 2025 and held it in 1 quarter.
  • Wellington-Altus USA's Apollo Global Management position peaked at $14.5K in Q4 2025.
  • 1,136 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Wellington-Altus USA's 13F filing for Q1 2026, filed 17 Sep 2026.