Ameritas Advisory Services’s Apollo Global Management APO Stock Holding History

Ameritas Advisory Services’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
2025 Q3	–	Sell	-23	Closed	-$3.26K	–	2136
2025 Q2	$3.26K	Buy	+23	New	+$3.05K	﹤0.01%	2371
2025 Q1	–	Sell	-3,923	Closed	-$648K	–	859
2024 Q4	$648K	Buy	+3,923	New	+$621K	0.02%	513
2023 Q2	–	Sell	-1,336	Closed	-$84.4K	–	643
2023 Q1	$84.4K	Sell	1,336 -4,680	-78%	-$313K	﹤0.01%	1068
2022 Q4	$384K	Buy	+6,016	New	+$357K	0.02%	624
2022 Q3	–	Sell	-10,312	Closed	-$500K	–	758
2022 Q2	$500K	Buy	10,312 +3,421	+50%	+$186K	0.03%	455
2022 Q1	$427K	Buy	6,891 +1,936	+39%	+$127K	0.02%	546
2021 Q4	$359K	Buy	+4,955	New	+$357K	0.01%	596

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Ameritas Advisory Services's APO Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Apollo Global Management (APO) in Q3 2025, closing a stake of 23 shares — an estimated $3.26K sold.

Ameritas Advisory Services first reported a position in APO in Q4 2021 and held it in 7 quarters. The position peaked at $648K in Q4 2024. 1,137 funds tracked by Wall St. Rank hold APO as of Q3 2025.

Ameritas Advisory Services reported no remaining Apollo Global Management position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 23 Apollo Global Management shares in Q3 2025, an estimated $3.26K.
Ameritas Advisory Services first reported a position in Apollo Global Management in Q4 2021 and held it in 7 quarters.
Ameritas Advisory Services's Apollo Global Management position peaked at $648K in Q4 2024.
1,137 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.