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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Westover Capital Advisors's APO Position: Q1 2026 in Review

Westover Capital Advisors increased its Apollo Global Management (APO) stake by 24% in Q1 2026, buying an estimated $158K and bringing the position to 6,465 shares worth $720K. The position accounts for 0.13% of the portfolio, ranked #119.

Westover Capital Advisors first reported a position in APO in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.02M in Q1 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Westover Capital Advisors held 6,465 shares of Apollo Global Management worth $720K as of Q1 2026.
Westover Capital Advisors bought 1,271 Apollo Global Management shares in Q1 2026, an estimated $158K.
Apollo Global Management made up 0.13% of Westover Capital Advisors's portfolio in Q1 2026, its #119 holding.
Westover Capital Advisors first reported a position in Apollo Global Management in Q4 2022 and has held it in 14 quarters since.
Westover Capital Advisors's Apollo Global Management position peaked at $2.02M in Q1 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.