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Everhart Financial Group’s Apollo Global Management APO Stock Holding History

Everhart Financial Group’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
2026
Q1 		– Sell
-1,884
Closed -$273K – 466
2025
Q4 		$273K Buy
+1,884
New +$250K 0.03% 346

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Everhart Financial Group's APO Position: Q1 2026 in Review

Everhart Financial Group sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 1,884 shares — an estimated $273K sold.

Everhart Financial Group first reported a position in APO in Q4 2025 and held it in 1 quarter. The position peaked at $273K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Everhart Financial Group reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • Everhart Financial Group sold 1,884 Apollo Global Management shares in Q1 2026, an estimated $273K.
  • Everhart Financial Group first reported a position in Apollo Global Management in Q4 2025 and held it in 1 quarter.
  • Everhart Financial Group's Apollo Global Management position peaked at $273K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Everhart Financial Group's 13F filing for Q1 2026, filed 9 Apr 2026.