CTWM
APO icon

Cherry Tree Wealth Management’s Apollo Global Management APO Stock Holding History

Cherry Tree 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
-75
Closed -$10.3K – 616
2025
Q1 		$10.3K Hold
75
– – ﹤0.01% 416
2024
Q4 		$12.4K Hold
75
– – ﹤0.01% 384
2024
Q3 		$9.37K Hold
75
– – ﹤0.01% 427
2024
Q2 		$8.86K Buy
+75
New +$8.51K ﹤0.01% 410

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 $3.37T AUM 44.26% 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

Cherry Tree Wealth Management's APO Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Apollo Global Management (APO) in Q2 2025, closing a stake of 75 shares — an estimated $10.3K sold.

Cherry Tree Wealth Management first reported a position in APO in Q2 2024 and held it in 4 quarters. The position peaked at $12.4K in Q4 2024. 1,142 funds tracked by Wall St. Rank hold APO as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Apollo Global Management position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 75 Apollo Global Management shares in Q2 2025, an estimated $10.3K.
  • Cherry Tree Wealth Management first reported a position in Apollo Global Management in Q2 2024 and held it in 4 quarters.
  • Cherry Tree Wealth Management's Apollo Global Management position peaked at $12.4K in Q4 2024.
  • 1,142 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.