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Berger Financial Group’s Apollo Global Management APO Stock Holding History

Berger Financial 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
2025
Q1 		– Sell
-1,357
Closed -$224K – 418
2024
Q4 		$224K Buy
+1,357
New +$215K 0.02% 380

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Berger Financial Group's APO Position: Q1 2025 in Review

Berger Financial Group sold out of Apollo Global Management (APO) in Q1 2025, closing a stake of 1,357 shares — an estimated $224K sold.

Berger Financial Group first reported a position in APO in Q4 2024 and held it in 1 quarter. The position peaked at $224K in Q4 2024. 1,101 funds tracked by Wall St. Rank hold APO as of Q1 2025.

  • Berger Financial Group reported no remaining Apollo Global Management position as of Q1 2025 after selling out during the quarter.
  • Berger Financial Group sold 1,357 Apollo Global Management shares in Q1 2025, an estimated $224K.
  • Berger Financial Group first reported a position in Apollo Global Management in Q4 2024 and held it in 1 quarter.
  • Berger Financial Group's Apollo Global Management position peaked at $224K in Q4 2024.
  • 1,101 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2025.

Based on Berger Financial Group's 13F filing for Q1 2025, filed 12 May 2025.