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Capital A Wealth Management’s Apollo Global Management APO Stock Holding History

Capital A Wealth Management’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
-1,942
Closed -$266K – 441
2025
Q1 		$266K Buy
1,942
+1,089
+128% +$167K 0.28% 46
2024
Q4 		$141K Buy
+853
New +$135K 0.23% 89

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Capital A Wealth Management's APO Position: Q2 2025 in Review

Capital A Wealth Management sold out of Apollo Global Management (APO) in Q2 2025, closing a stake of 1,942 shares — an estimated $266K sold.

Capital A Wealth Management first reported a position in APO in Q4 2024 and held it in 2 quarters. The position peaked at $266K in Q1 2025. 1,142 funds tracked by Wall St. Rank hold APO as of Q2 2025.

  • Capital A Wealth Management reported no remaining Apollo Global Management position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 1,942 Apollo Global Management shares in Q2 2025, an estimated $266K.
  • Capital A Wealth Management first reported a position in Apollo Global Management in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Apollo Global Management position peaked at $266K in Q1 2025.
  • 1,142 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.