Confluence Wealth Services’s Apollo Global Management APO Stock Holding History

Confluence Wealth Services’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 Q1	–	Sell	-1,188	Closed	-$202K	–	338
2024 Q4	$202K	Buy	+1,188	New	+$188K	0.01%	326
2022 Q1	–	Sell	-137	Closed	-$9K	–	299
2021 Q4	$9K	Buy	+137	New	+$9.88K	﹤0.01%	936

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 $3.37T AUM 44.26% 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

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

Norges Bank Oslo, Norway $1T AUM

Confluence Wealth Services's APO Position: Q1 2025 in Review

Confluence Wealth Services sold out of Apollo Global Management (APO) in Q1 2025, closing a stake of 1,188 shares — an estimated $202K sold.

Confluence Wealth Services first reported a position in APO in Q4 2021 and held it in 2 quarters. The position peaked at $202K in Q4 2024. 1,101 funds tracked by Wall St. Rank hold APO as of Q1 2025.

Confluence Wealth Services reported no remaining Apollo Global Management position as of Q1 2025 after selling out during the quarter.
Confluence Wealth Services sold 1,188 Apollo Global Management shares in Q1 2025, an estimated $202K.
Confluence Wealth Services first reported a position in Apollo Global Management in Q4 2021 and held it in 2 quarters.
Confluence Wealth Services's Apollo Global Management position peaked at $202K in Q4 2024.
1,101 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2025.

Based on Confluence Wealth Services's 13F filing for Q1 2025, filed 24 Apr 2025.