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Avalon Trust’s Apollo Global Management APO Stock Holding History

Avalon Trust’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
Q4 		– Sell
-4
Closed -$534 – 445
2025
Q3 		$534 Buy
+4
New +$566 ﹤0.01% 548
2023
Q3 		– Sell
-959
Closed -$73.7K – 316
2023
Q2 		$73.7K Hold
959
– – 0.01% 176
2023
Q1 		$60.6K Buy
+959
New +$64.2K 0.01% 190

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Avalon Trust's APO Position: Q4 2025 in Review

Avalon Trust sold out of Apollo Global Management (APO) in Q4 2025, closing a stake of 4 shares — an estimated $534 sold.

Avalon Trust first reported a position in APO in Q1 2023 and held it in 3 quarters. The position peaked at $73.7K in Q2 2023. 1,208 funds tracked by Wall St. Rank hold APO as of Q4 2025.

  • Avalon Trust reported no remaining Apollo Global Management position as of Q4 2025 after selling out during the quarter.
  • Avalon Trust sold 4 Apollo Global Management shares in Q4 2025, an estimated $534.
  • Avalon Trust first reported a position in Apollo Global Management in Q1 2023 and held it in 3 quarters.
  • Avalon Trust's Apollo Global Management position peaked at $73.7K in Q2 2023.
  • 1,208 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.