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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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