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Cyndeo Wealth Partners’s Apollo Global Management APO Stock Holding History

Cyndeo Wealth Partners’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
-2,992
Closed -$399K – 478
2025
Q3 		$399K Sell
2,992
-1,100
-27% -$156K 0.02% 345
2025
Q2 		$581K Buy
4,092
+1,124
+38% +$149K 0.03% 289
2025
Q1 		$406K Buy
2,968
+278
+10% +$42.7K 0.03% 323
2024
Q4 		$444K Buy
2,690
+3
+0.1% +$475 0.03% 313
2024
Q3 		$336K Buy
2,687
+77
+3% +$8.89K 0.02% 354
2024
Q2 		$308K Buy
+2,610
New +$296K 0.02% 331

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

Cyndeo Wealth Partners's APO Position: Q4 2025 in Review

Cyndeo Wealth Partners sold out of Apollo Global Management (APO) in Q4 2025, closing a stake of 2,992 shares — an estimated $399K sold.

Cyndeo Wealth Partners first reported a position in APO in Q2 2024 and held it in 6 quarters. The position peaked at $581K in Q2 2025. 1,208 funds tracked by Wall St. Rank hold APO as of Q4 2025.

  • Cyndeo Wealth Partners reported no remaining Apollo Global Management position as of Q4 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 2,992 Apollo Global Management shares in Q4 2025, an estimated $399K.
  • Cyndeo Wealth Partners first reported a position in Apollo Global Management in Q2 2024 and held it in 6 quarters.
  • Cyndeo Wealth Partners's Apollo Global Management position peaked at $581K in Q2 2025.
  • 1,208 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.