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Whipplewood Advisors’s Apollo Global Management APO Stock Holding History

Whipplewood 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 		$1.18K Sell
10
-55
-85% -$6.92K ﹤0.01% 526
2026
Q1 		$7.24K Buy
+65
New +$8.06K ﹤0.01% 545
2025
Q3 		– Sell
-77
Closed -$10.9K – 353
2025
Q2 		$10.9K Sell
77
-57
-43% -$7.56K 0.01% 555
2025
Q1 		$10.5K Buy
134
+57
+74% +$8.77K 0.01% 555
2024
Q4 		$12.7K Buy
+77
New +$12.2K 0.01% 520

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's APO Position: Q2 2026 in Review

Whipplewood Advisors reduced its Apollo Global Management (APO) stake by 85% in Q2 2026, selling an estimated $6.92K and leaving 10 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Whipplewood Advisors first reported a position in APO in Q4 2024 and has held it in 5 quarters since. The position peaked at $12.7K in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Whipplewood Advisors held 10 shares of Apollo Global Management worth $1.18K as of Q2 2026.
  • Whipplewood Advisors sold 55 Apollo Global Management shares in Q2 2026, an estimated $6.92K.
  • Apollo Global Management made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #526 holding.
  • Whipplewood Advisors first reported a position in Apollo Global Management in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Apollo Global Management position peaked at $12.7K in Q4 2024.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.