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Exencial Wealth Advisors’s Apollo Global Management APO Stock Holding History

Exencial Wealth Advisors’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
-3,475
Closed -$463K – 548
2025
Q3 		$463K Buy
3,475
+31
+0.9% +$4.39K 0.02% 387
2025
Q2 		$489K Buy
3,444
+4
+0.1% +$530 0.02% 371
2025
Q1 		$471K Buy
3,440
+9
+0.3% +$1.38K 0.02% 370
2024
Q4 		$567K Buy
3,431
+7
+0.2% +$1.11K 0.02% 345
2024
Q3 		$428K Buy
+3,424
New +$395K 0.02% 384

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

Exencial Wealth Advisors's APO Position: Q4 2025 in Review

Exencial Wealth Advisors sold out of Apollo Global Management (APO) in Q4 2025, closing a stake of 3,475 shares — an estimated $463K sold.

Exencial Wealth Advisors first reported a position in APO in Q3 2024 and held it in 5 quarters. The position peaked at $567K in Q4 2024. 1,208 funds tracked by Wall St. Rank hold APO as of Q4 2025.

  • Exencial Wealth Advisors reported no remaining Apollo Global Management position as of Q4 2025 after selling out during the quarter.
  • Exencial Wealth Advisors sold 3,475 Apollo Global Management shares in Q4 2025, an estimated $463K.
  • Exencial Wealth Advisors first reported a position in Apollo Global Management in Q3 2024 and held it in 5 quarters.
  • Exencial Wealth Advisors's Apollo Global Management position peaked at $567K in Q4 2024.
  • 1,208 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2025.

Based on Exencial Wealth Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.