Compass Wealth Management’s Apollo Global Management APO Stock Holding History

Compass 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	-346	Closed	-$47.4K	–	169
2025 Q1	$47.4K	Hold	346	–	–	0.01%	249
2024 Q4	$57.1K	Hold	346	–	–	0.01%	232
2024 Q3	$43.2K	Sell	346 -100	-22%	-$11.5K	0.01%	264
2024 Q2	$52.7K	Hold	446	–	–	0.01%	240
2024 Q1	$50.2K	Buy	446 +146	+49%	+$15.4K	0.01%	248
2023 Q4	$28K	Hold	300	–	–	0.01%	290
2023 Q3	$26.9K	Hold	300	–	–	0.01%	290
2023 Q2	$23K	Hold	300	–	–	0.01%	316
2023 Q1	$18.9K	Hold	300	–	–	0.01%	327
2022 Q4	$19.1K	Buy	+300	New	+$17.8K	0.01%	323

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Compass Wealth Management's APO Position: Q2 2025 in Review

Compass Wealth Management sold out of Apollo Global Management (APO) in Q2 2025, closing a stake of 346 shares — an estimated $47.4K sold.

Compass Wealth Management first reported a position in APO in Q4 2022 and held it in 10 quarters. The position peaked at $57.1K in Q4 2024. 1,142 funds tracked by Wall St. Rank hold APO as of Q2 2025.

Compass Wealth Management reported no remaining Apollo Global Management position as of Q2 2025 after selling out during the quarter.
Compass Wealth Management sold 346 Apollo Global Management shares in Q2 2025, an estimated $47.4K.
Compass Wealth Management first reported a position in Apollo Global Management in Q4 2022 and held it in 10 quarters.
Compass Wealth Management's Apollo Global Management position peaked at $57.1K in Q4 2024.
1,142 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.