Atlas Capital Advisors’s Apollo Global Management APO Stock Holding History

Atlas 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
2025 Q2	–	Sell	-1,948	Closed	-$267K	–	923
2025 Q1	$267K	Sell	1,948 -14	-0.7%	-$2.15K	0.03%	353
2024 Q4	$324K	Hold	1,962	–	–	0.04%	316
2024 Q3	$245K	Sell	1,962 -822	-30%	-$94.9K	0.04%	345
2024 Q2	$329K	Sell	2,784 -200	-7%	-$22.7K	0.04%	308
2024 Q1	$336K	Buy	2,984 +902	+43%	+$95.2K	0.05%	282
2023 Q4	$194K	Buy	2,082 +346	+20%	+$30.5K	0.03%	373
2023 Q3	$156K	Buy	1,736 +1,215	+233%	+$102K	0.03%	379
2023 Q2	$40K	Buy	521 +121	+30%	+$8.09K	0.01%	596
2023 Q1	$25.3K	Hold	400	–	–	﹤0.01%	651
2022 Q4	$25.5K	Hold	400	–	–	﹤0.01%	637
2022 Q3	$18.6K	Sell	400 -200	-33%	-$11K	﹤0.01%	659
2022 Q2	$29.1K	Hold	600	–	–	﹤0.01%	633
2022 Q1	$37.2K	Buy	+600	New	+$39.5K	0.01%	574

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

NPT

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

Atlas Capital Advisors's APO Position: Q2 2025 in Review

Atlas Capital Advisors sold out of Apollo Global Management (APO) in Q2 2025, closing a stake of 1,948 shares — an estimated $267K sold.

Atlas Capital Advisors first reported a position in APO in Q1 2022 and held it in 13 quarters. The position peaked at $336K in Q1 2024. 1,142 funds tracked by Wall St. Rank hold APO as of Q2 2025.

Atlas Capital Advisors reported no remaining Apollo Global Management position as of Q2 2025 after selling out during the quarter.
Atlas Capital Advisors sold 1,948 Apollo Global Management shares in Q2 2025, an estimated $267K.
Atlas Capital Advisors first reported a position in Apollo Global Management in Q1 2022 and held it in 13 quarters.
Atlas Capital Advisors's Apollo Global Management position peaked at $336K in Q1 2024.
1,142 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.