Westfield Capital Management
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Westfield Capital Management’s Apollo Global Management APO Stock Holding History

Westfield Capital Management’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
2025
Q3 		– Sell
-761,721
Closed -$108M – 239
2025
Q2 		$108M Buy
761,721
+268,119
+54% +$35.6M 0.45% 57
2025
Q1 		$67.6M Buy
493,602
+80,715
+20% +$12.4M 0.33% 94
2024
Q4 		$68.2M Sell
412,887
-327,246
-44% -$51.8M 0.3% 103
2024
Q3 		$92.4M Buy
740,133
+110,556
+18% +$12.8M 0.42% 79
2024
Q2 		$74.3M Sell
629,577
-257,184
-29% -$29.2M 0.37% 81
2024
Q1 		$99.7M Buy
886,761
+78,765
+10% +$8.31M 0.52% 55
2023
Q4 		$75.3M Sell
807,996
-14,637
-2% -$1.29M 0.44% 89
2023
Q3 		$73.8M Buy
+822,633
New +$69.1M 0.5% 71
2021
Q2 		– Sell
-98,310
Closed -$4.62M – 243
2021
Q1 		$4.62M Sell
98,310
-1,000
-1% -$48.7K 0.03% 204
2020
Q4 		$4.86M Buy
99,310
+34,335
+53% +$1.53M 0.03% 208
2020
Q3 		$2.91M Sell
64,975
-468,658
-88% -$22.5M 0.02% 207
2020
Q2 		$26.6M Sell
533,633
-120,226
-18% -$5.28M 0.18% 142
2020
Q1 		$21.9M Buy
653,859
+144,743
+28% +$6.22M 0.19% 133
2019
Q4 		$24.3M Buy
509,116
+18,529
+4% +$791K 0.17% 145
2019
Q3 		$18.6M Buy
+490,587
New +$17.9M 0.15% 162

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Westfield Capital Management's APO Position: Q3 2025 in Review

Westfield Capital Management sold out of Apollo Global Management (APO) in Q3 2025, closing a stake of 761,721 shares — an estimated $108M sold.

Westfield Capital Management first reported a position in APO in Q3 2019 and held it in 15 quarters. The position peaked at $108M in Q2 2025. 1,133 funds tracked by Wall St. Rank hold APO as of Q3 2025.

  • Westfield Capital Management reported no remaining Apollo Global Management position as of Q3 2025 after selling out during the quarter.
  • Westfield Capital Management sold 761,721 Apollo Global Management shares in Q3 2025, an estimated $108M.
  • Westfield Capital Management first reported a position in Apollo Global Management in Q3 2019 and held it in 15 quarters.
  • Westfield Capital Management's Apollo Global Management position peaked at $108M in Q2 2025.
  • 1,133 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2025.

Based on Westfield Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.