Estate Counselors’s Apollo Global Management APO Stock Holding History

Estate Counselors’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	-13,543	Closed	-$2.24M	–	96
2024 Q4	$2.24M	Sell	13,543 -55	-0.4%	-$8.71K	0.24%	48
2024 Q3	$1.7M	Hold	13,598	–	–	0.18%	61
2024 Q2	$1.61M	Hold	13,598	–	–	0.18%	60
2024 Q1	$1.53M	Sell	13,598 -9,280	-41%	-$979K	0.18%	73
2023 Q4	$2.13M	Hold	22,878	–	–	0.26%	50
2023 Q3	$2.05M	Sell	22,878 -100	-0.4%	-$8.41K	0.27%	48
2023 Q2	$1.76M	Hold	22,978	–	–	0.22%	54
2023 Q1	$1.45M	Sell	22,978 -200	-0.9%	-$13.4K	0.19%	58
2022 Q4	$1.48M	Buy	23,178 +85	+0.4%	+$5.05K	0.21%	66
2022 Q3	$1.07M	Hold	23,093	–	–	0.17%	75
2022 Q2	$1.12M	Buy	+23,093	New	+$1.26M	0.17%	75

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 $3.38T AUM 44.17% 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

Estate Counselors's APO Position: Q1 2025 in Review

Estate Counselors sold out of Apollo Global Management (APO) in Q1 2025, closing a stake of 13,543 shares — an estimated $2.24M sold.

Estate Counselors first reported a position in APO in Q2 2022 and held it in 11 quarters. The position peaked at $2.24M in Q4 2024. 1,101 funds tracked by Wall St. Rank hold APO as of Q1 2025.

Estate Counselors reported no remaining Apollo Global Management position as of Q1 2025 after selling out during the quarter.
Estate Counselors sold 13,543 Apollo Global Management shares in Q1 2025, an estimated $2.24M.
Estate Counselors first reported a position in Apollo Global Management in Q2 2022 and held it in 11 quarters.
Estate Counselors's Apollo Global Management position peaked at $2.24M in Q4 2024.
1,101 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2025.

Based on Estate Counselors's 13F filing for Q1 2025, filed 14 May 2025.