Westwood Holdings Group’s Apollo Global Management APO Stock Holding History

Westwood Holdings Group’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	$517K	Sell	4,371 -8,410	-66%	-$1.06M	﹤0.01%	443
2026 Q1	$1.42M	Sell	12,781 -8,533	-40%	-$1.06M	0.01%	333
2025 Q4	$3.09M	Sell	21,314 -3,342	-14%	-$444K	0.03%	300
2025 Q3	$3.29M	Sell	24,656 -277	-1%	-$39.2K	0.02%	304
2025 Q2	$3.54M	Buy	24,933 +1,686	+7%	+$224K	0.03%	290
2025 Q1	$3.18M	Buy	23,247 +5,697	+32%	+$876K	0.02%	286
2024 Q4	$2.9M	Buy	+17,550	New	+$2.78M	0.02%	292
2022 Q3	–	Sell	-47,335	Closed	-$2.29M	–	447
2022 Q2	$2.29M	Sell	47,335 -3,579	-7%	-$195K	0.03%	277
2022 Q1	$3.16M	Sell	50,914 -4,146	-8%	-$273K	0.03%	274
2021 Q4	$3.99M	Buy	+55,060	New	+$3.97M	0.04%	254

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Westwood Holdings Group's APO Position: Q2 2026 in Review

Westwood Holdings Group reduced its Apollo Global Management (APO) stake by 66% in Q2 2026, selling an estimated $1.06M and leaving 4,371 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Westwood Holdings Group first reported a position in APO in Q4 2021 and has held it in 10 quarters since. The position peaked at $3.99M in Q4 2021. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Westwood Holdings Group held 4,371 shares of Apollo Global Management worth $517K as of Q2 2026.
Westwood Holdings Group sold 8,410 Apollo Global Management shares in Q2 2026, an estimated $1.06M.
Apollo Global Management made up ﹤0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #443 holding.
Westwood Holdings Group first reported a position in Apollo Global Management in Q4 2021 and has held it in 10 quarters since.
Westwood Holdings Group's Apollo Global Management position peaked at $3.99M in Q4 2021.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.