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Wellspring Financial Advisors’s Apollo Global Management APO Stock Holding History

Wellspring Financial 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 		– Sell
-1,635
Closed -$237K – 281
2025
Q4 		$237K Buy
+1,635
New +$217K 0.02% 238

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

Wellspring Financial Advisors's APO Position: Q1 2026 in Review

Wellspring Financial Advisors sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 1,635 shares — an estimated $237K sold.

Wellspring Financial Advisors first reported a position in APO in Q4 2025 and held it in 1 quarter. The position peaked at $237K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Wellspring Financial Advisors reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • Wellspring Financial Advisors sold 1,635 Apollo Global Management shares in Q1 2026, an estimated $237K.
  • Wellspring Financial Advisors first reported a position in Apollo Global Management in Q4 2025 and held it in 1 quarter.
  • Wellspring Financial Advisors's Apollo Global Management position peaked at $237K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Wellspring Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.