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Westover Capital Advisors’s Apollo Global Management APO Stock Holding History

Westover Capital 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 		$749K Sell
6,333
-132
-2% -$16.6K 0.12% 119
2026
Q1 		$720K Buy
6,465
+1,271
+24% +$158K 0.13% 119
2025
Q4 		$752K Hold
5,194
– – 0.14% 119
2025
Q3 		$692K Sell
5,194
-60
-1% -$8.49K 0.13% 121
2025
Q2 		$745K Sell
5,254
-9,529
-64% -$1.26M 0.15% 116
2025
Q1 		$2.02M Buy
14,783
+5,226
+55% +$804K 0.45% 52
2024
Q4 		$1.58M Sell
9,557
-103
-1% -$16.3K 0.35% 69
2024
Q3 		$1.21M Sell
9,660
-822
-8% -$94.9K 0.23% 91
2024
Q2 		$1.24M Buy
10,482
+2,254
+27% +$256K 0.32% 80
2024
Q1 		$925K Buy
8,228
+1,192
+17% +$126K 0.27% 85
2023
Q4 		$656K Buy
7,036
+2,274
+48% +$201K 0.21% 90
2023
Q3 		$427K Buy
4,762
+1,162
+32% +$97.7K 0.15% 110
2023
Q2 		$277K Hold
3,600
– – 0.1% 147
2023
Q1 		$227K Hold
3,600
– – 0.08% 151
2022
Q4 		$230K Buy
+3,600
New +$214K 0.09% 139

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

Westover Capital Advisors's APO Position: Q2 2026 in Review

Westover Capital Advisors reduced its Apollo Global Management (APO) stake by 2% in Q2 2026, selling an estimated $16.6K and leaving 6,333 shares worth $749K. The position accounts for 0.12% of the portfolio, ranked #119.

Westover Capital Advisors first reported a position in APO in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.02M in Q1 2025. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Westover Capital Advisors held 6,333 shares of Apollo Global Management worth $749K as of Q2 2026.
  • Westover Capital Advisors sold 132 Apollo Global Management shares in Q2 2026, an estimated $16.6K.
  • Apollo Global Management made up 0.12% of Westover Capital Advisors's portfolio in Q2 2026, its #119 holding.
  • Westover Capital Advisors first reported a position in Apollo Global Management in Q4 2022 and has held it in 15 quarters since.
  • Westover Capital Advisors's Apollo Global Management position peaked at $2.02M in Q1 2025.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.