Wellington Management Group
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Wellington Management Group’s Apollo Global Management APO Stock Holding History

Wellington Management Group’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 		$111M Sell
938,809
-252,746
-21% -$31.8M 0.02% 524
2026
Q1 		$133M Buy
1,191,555
+639,985
+116% +$79.3M 0.02% 471
2025
Q4 		$79.8M Buy
551,570
+541,397
+5,322% +$71.9M 0.01% 610
2025
Q3 		$1.36M Sell
10,173
-814,655
-99% -$115M ﹤0.01% 1716
2025
Q2 		$117M Buy
824,828
+189,476
+30% +$25.1M 0.02% 485
2025
Q1 		$87M Sell
635,352
-118,478
-16% -$18.2M 0.02% 544
2024
Q4 		$125M Buy
753,830
+748,407
+13,801% +$119M 0.02% 484
2024
Q3 		$677K Sell
5,423
-211,631
-98% -$24.4M ﹤0.01% 1777
2024
Q2 		$25.6M Buy
217,054
+210,184
+3,059% +$23.8M ﹤0.01% 887
2024
Q1 		$773K Sell
6,870
-406,611
-98% -$42.9M ﹤0.01% 1737
2023
Q4 		$38.5M Sell
413,481
-401,534
-49% -$35.5M 0.01% 779
2023
Q3 		$73.2M Sell
815,015
-516,457
-39% -$43.4M 0.01% 606
2023
Q2 		$102M Sell
1,331,472
-3,542,156
-73% -$237M 0.02% 537
2023
Q1 		$308M Sell
4,873,628
-1,830,192
-27% -$123M 0.06% 293
2022
Q4 		$428M Buy
6,703,820
+1,812,531
+37% +$108M 0.09% 227
2022
Q3 		$227M Buy
4,891,289
+589,361
+14% +$32.4M 0.05% 348
2022
Q2 		$209M Buy
4,301,928
+787,193
+22% +$42.8M 0.04% 361
2022
Q1 		$218M Buy
+3,514,735
New +$231M 0.04% 402
2021
Q2 		– Sell
-1,124,221
Closed -$52.9M – 2127
2021
Q1 		$52.9M Buy
1,124,221
+519,103
+86% +$25.3M 0.01% 776
2020
Q4 		$29.6M Buy
+605,118
New +$27M 0.01% 943
2020
Q3 		– Sell
-18,318
Closed -$915K – 1879
2020
Q2 		$915K Sell
18,318
-221,270
-92% -$9.71M ﹤0.01% 1514
2020
Q1 		$8.03M Buy
+239,588
New +$10.3M ﹤0.01% 1089

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 $3.37T 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
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

Wellington Management Group's APO Position: Q2 2026 in Review

Wellington Management Group reduced its Apollo Global Management (APO) stake by 21% in Q2 2026, selling an estimated $31.8M and leaving 938,809 shares worth $111M. The position accounts for 0.02% of the portfolio, ranked #524.

Wellington Management Group first reported a position in APO in Q1 2020 and has held it in 22 quarters since. The position peaked at $428M in Q4 2022. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Wellington Management Group held 938,809 shares of Apollo Global Management worth $111M as of Q2 2026.
  • Wellington Management Group sold 252,746 Apollo Global Management shares in Q2 2026, an estimated $31.8M.
  • Apollo Global Management made up 0.02% of Wellington Management Group's portfolio in Q2 2026, its #524 holding.
  • Wellington Management Group first reported a position in Apollo Global Management in Q1 2020 and has held it in 22 quarters since.
  • Wellington Management Group's Apollo Global Management position peaked at $428M in Q4 2022.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.