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Carolinas Wealth Consulting’s Apollo Global Management APO Stock Holding History

Carolinas Wealth Consulting’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
-2,724
Closed -$373K – 56
2025
Q1 		$373K Buy
2,724
+413
+18% +$63.5K 0.08% 122
2024
Q4 		$382K Sell
2,311
-349
-13% -$55.3K 0.08% 130
2024
Q3 		$332K Buy
2,660
+501
+23% +$57.8K 0.06% 143
2024
Q2 		$255K Buy
2,159
+252
+13% +$28.6K 0.05% 156
2024
Q1 		$214K Buy
1,907
+1,502
+371% +$159K 0.04% 167
2023
Q4 		$37.7K Buy
+405
New +$35.8K 0.01% 373
2023
Q3 		– Sell
-270
Closed -$20.7K – 1021
2023
Q2 		$20.7K Buy
270
+2
+0.7% +$134 ﹤0.01% 471
2023
Q1 		$17K Sell
268
-8
-3% -$536 ﹤0.01% 522
2022
Q4 		$17.6K Buy
276
+11
+4% +$653 ﹤0.01% 521
2022
Q3 		$12K Sell
265
-334
-56% -$18.3K ﹤0.01% 528
2022
Q2 		$29K Sell
599
-5
-0.8% -$272 0.01% 400
2022
Q1 		$37K Buy
+604
New +$39.7K 0.01% 395
2021
Q4 		– Sell
-587
Closed -$36K – 957
2021
Q3 		$36K Buy
+587
New +$35.3K 0.01% 388

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Carolinas Wealth Consulting's APO Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Apollo Global Management (APO) in Q2 2025, closing a stake of 2,724 shares — an estimated $373K sold.

Carolinas Wealth Consulting first reported a position in APO in Q3 2021 and held it in 13 quarters. The position peaked at $382K in Q4 2024. 1,139 funds tracked by Wall St. Rank hold APO as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Apollo Global Management position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 2,724 Apollo Global Management shares in Q2 2025, an estimated $373K.
  • Carolinas Wealth Consulting first reported a position in Apollo Global Management in Q3 2021 and held it in 13 quarters.
  • Carolinas Wealth Consulting's Apollo Global Management position peaked at $382K in Q4 2024.
  • 1,139 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.