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WestEnd Advisors’s Apollo Global Management APO Stock Holding History

WestEnd 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 		$1.89K Buy
16
+1
+7% +$126 ﹤0.01% 190
2026
Q1 		$1.67K Hold
15
– – ﹤0.01% 174
2025
Q4 		$2.17K Buy
15
+5
+50% +$664 ﹤0.01% 152
2025
Q3 		$1.33K Hold
10
– – ﹤0.01% 196
2025
Q2 		$1.42K Sell
10
-3
-23% -$398 ﹤0.01% 184
2025
Q1 		$1.78K Buy
13
+9
+225% +$1.38K ﹤0.01% 157
2024
Q4 		$661 Buy
+4
New +$634 ﹤0.01% 152

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

WestEnd Advisors's APO Position: Q2 2026 in Review

WestEnd Advisors increased its Apollo Global Management (APO) stake by 6.7% in Q2 2026, buying an estimated $126 and bringing the position to 16 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

WestEnd Advisors first reported a position in APO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.17K in Q4 2025. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • WestEnd Advisors held 16 shares of Apollo Global Management worth $1.89K as of Q2 2026.
  • WestEnd Advisors bought 1 Apollo Global Management share in Q2 2026, an estimated $126.
  • Apollo Global Management made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #190 holding.
  • WestEnd Advisors first reported a position in Apollo Global Management in Q4 2024 and has held it in 7 quarters since.
  • WestEnd Advisors's Apollo Global Management position peaked at $2.17K in Q4 2025.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.