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Forte Capital’s Apollo Global Management APO Stock Holding History

Forte Capital’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
Q2 		$350K Buy
2,465
+227
+10% +$30.1K 0.04% 203
2025
Q1 		$306K Buy
2,238
+30
+1% +$4.61K 0.04% 205
2024
Q4 		$365K Buy
2,208
+45
+2% +$7.13K 0.04% 189
2024
Q3 		$270K Buy
2,163
+35
+2% +$4.04K 0.03% 214
2024
Q2 		$251K Buy
+2,128
New +$241K 0.03% 213

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
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

Forte Capital's APO Position: Q2 2025 in Review

Forte Capital increased its Apollo Global Management (APO) stake by 10% in Q2 2025, buying an estimated $30.1K and bringing the position to 2,465 shares worth $350K. The position accounts for 0.04% of the portfolio, ranked #203.

Forte Capital first reported a position in APO in Q2 2024 and has held it in 5 quarters since. The position peaked at $365K in Q4 2024. 1,142 funds tracked by Wall St. Rank hold APO as of Q2 2025.

  • Forte Capital held 2,465 shares of Apollo Global Management worth $350K as of Q2 2025.
  • Forte Capital bought 227 Apollo Global Management shares in Q2 2025, an estimated $30.1K.
  • Apollo Global Management made up 0.04% of Forte Capital's portfolio in Q2 2025, its #203 holding.
  • Forte Capital first reported a position in Apollo Global Management in Q2 2024 and has held it in 5 quarters since.
  • Forte Capital's Apollo Global Management position peaked at $365K in Q4 2024.
  • 1,142 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.