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Essex Financial Services’s Apollo Global Management APO Stock Holding History

Essex Financial 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
Q4 		– Sell
-1,688
Closed -$225K – 787
2025
Q3 		$225K Buy
+1,688
New +$239K 0.01% 678
2024
Q3 		– Sell
-2,683
Closed -$277K – 626
2024
Q2 		$277K Buy
2,683
+362
+16% +$41.1K 0.02% 509
2024
Q1 		$261K Sell
2,321
-290
-11% -$30.6K 0.02% 449
2023
Q4 		$243K Sell
2,611
-1,213
-32% -$107K 0.03% 444
2023
Q3 		$343K Sell
3,824
-143
-4% -$12K 0.04% 351
2023
Q2 		$305K Buy
3,967
+25
+0.6% +$1.67K 0.03% 367
2023
Q1 		$249K Buy
3,942
+114
+3% +$7.63K 0.03% 419
2022
Q4 		$244K Buy
+3,828
New +$227K 0.03% 418
2022
Q2 		– Sell
-3,318
Closed -$206K – 482
2022
Q1 		$206K Buy
+3,318
New +$218K 0.02% 476

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 $1.9T AUM 41.92% 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 $408B AUM 30.18% 1-Year Est. Return

Essex Financial Services's APO Position: Q4 2025 in Review

Essex Financial Services sold out of Apollo Global Management (APO) in Q4 2025, closing a stake of 1,688 shares — an estimated $225K sold.

Essex Financial Services first reported a position in APO in Q1 2022 and held it in 9 quarters. The position peaked at $343K in Q3 2023. 1,206 funds tracked by Wall St. Rank hold APO as of Q4 2025.

  • Essex Financial Services reported no remaining Apollo Global Management position as of Q4 2025 after selling out during the quarter.
  • Essex Financial Services sold 1,688 Apollo Global Management shares in Q4 2025, an estimated $225K.
  • Essex Financial Services first reported a position in Apollo Global Management in Q1 2022 and held it in 9 quarters.
  • Essex Financial Services's Apollo Global Management position peaked at $343K in Q3 2023.
  • 1,206 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2025.

Based on Essex Financial Services's 13F filing for Q4 2025, filed 10 Feb 2026.