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 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 $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

Westwood Holdings Group's APO Position: Q1 2026 in Review

Westwood Holdings Group reduced its Apollo Global Management (APO) stake by 40% in Q1 2026, selling an estimated $1.06M and leaving 12,781 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #333.

Westwood Holdings Group first reported a position in APO in Q4 2021 and has held it in 9 quarters since. The position peaked at $3.99M in Q4 2021. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Westwood Holdings Group held 12,781 shares of Apollo Global Management worth $1.42M as of Q1 2026.
Westwood Holdings Group sold 8,533 Apollo Global Management shares in Q1 2026, an estimated $1.06M.
Apollo Global Management made up 0.01% of Westwood Holdings Group's portfolio in Q1 2026, its #333 holding.
Westwood Holdings Group first reported a position in Apollo Global Management in Q4 2021 and has held it in 9 quarters since.
Westwood Holdings Group's Apollo Global Management position peaked at $3.99M in Q4 2021.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.