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Clearview Wealth Advisors’s Apollo Global Management APO Stock Holding History

Clearview Wealth Advisors’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 		$3.89M Buy
26,866
+2,161
+9% +$287K 2.46% 9
2025
Q3 		$3.29M Buy
24,705
+2,058
+9% +$291K 2.11% 12
2025
Q2 		$3.21M Buy
22,647
+1,089
+5% +$144K 2.24% 10
2025
Q1 		$2.95M Buy
21,558
+17,418
+421% +$2.68M 2.21% 12
2024
Q4 		$684K Buy
+4,140
New +$656K 0.52% 41

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

Clearview Wealth Advisors's APO Position: Q4 2025 in Review

Clearview Wealth Advisors increased its Apollo Global Management (APO) stake by 8.7% in Q4 2025, buying an estimated $287K and bringing the position to 26,866 shares worth $3.89M. The position accounts for 2.46% of the portfolio, ranked #9.

Clearview Wealth Advisors first reported a position in APO in Q4 2024 and has held it in 5 quarters since. 1,208 funds tracked by Wall St. Rank hold APO as of Q4 2025.

  • Clearview Wealth Advisors held 26,866 shares of Apollo Global Management worth $3.89M as of Q4 2025.
  • Clearview Wealth Advisors bought 2,161 Apollo Global Management shares in Q4 2025, an estimated $287K.
  • Apollo Global Management made up 2.46% of Clearview Wealth Advisors's portfolio in Q4 2025, its #9 holding.
  • Clearview Wealth Advisors first reported a position in Apollo Global Management in Q4 2024 and has held it in 5 quarters since.
  • 1,208 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.