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Creative Financial Designs’s Apollo Global Management APO Stock Holding History

Creative Financial Designs’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 		– Sell
-1
Closed -$133 – 2067
2025
Q3 		$133 Hold
1
– – ﹤0.01% 2015
2025
Q2 		$142 Sell
1
-1
-50% -$133 ﹤0.01% 1967
2025
Q1 		$274 Buy
+2
New +$308 ﹤0.01% 1959

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Creative Financial Designs's APO Position: Q4 2025 in Review

Creative Financial Designs sold out of Apollo Global Management (APO) in Q4 2025, closing a stake of 1 share — an estimated $133 sold.

Creative Financial Designs first reported a position in APO in Q1 2025 and held it in 3 quarters. The position peaked at $274 in Q1 2025. 1,204 funds tracked by Wall St. Rank hold APO as of Q4 2025.

  • Creative Financial Designs reported no remaining Apollo Global Management position as of Q4 2025 after selling out during the quarter.
  • Creative Financial Designs sold 1 Apollo Global Management share in Q4 2025, an estimated $133.
  • Creative Financial Designs first reported a position in Apollo Global Management in Q1 2025 and held it in 3 quarters.
  • Creative Financial Designs's Apollo Global Management position peaked at $274 in Q1 2025.
  • 1,204 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2025.

Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.