Great Diamond Partners’s Apollo Global Management APO Stock Holding History

Great Diamond Partners’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 Q3	–	Sell	-12,188	Closed	-$1.73M	–	226
2025 Q2	$1.73M	Buy	12,188 +39	+0.3%	+$5.17K	0.37%	76
2025 Q1	$1.66M	Buy	12,149 +7,920	+187%	+$1.22M	0.45%	66
2024 Q4	$698K	Sell	4,229 -67	-2%	-$10.6K	0.18%	98
2024 Q3	$537K	Buy	+4,296	New	+$496K	0.14%	115
2020 Q1	–	Sell	-27	Closed	-$1K	–	150
2019 Q4	$1K	Buy	+27	New	+$1.15K	﹤0.01%	659

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Great Diamond Partners's APO Position: Q3 2025 in Review

Great Diamond Partners sold out of Apollo Global Management (APO) in Q3 2025, closing a stake of 12,188 shares — an estimated $1.73M sold.

Great Diamond Partners first reported a position in APO in Q4 2019 and held it in 5 quarters. The position peaked at $1.73M in Q2 2025. 1,137 funds tracked by Wall St. Rank hold APO as of Q3 2025.

Great Diamond Partners reported no remaining Apollo Global Management position as of Q3 2025 after selling out during the quarter.
Great Diamond Partners sold 12,188 Apollo Global Management shares in Q3 2025, an estimated $1.73M.
Great Diamond Partners first reported a position in Apollo Global Management in Q4 2019 and held it in 5 quarters.
Great Diamond Partners's Apollo Global Management position peaked at $1.73M in Q2 2025.
1,137 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2025.

Based on Great Diamond Partners's 13F filing for Q3 2025, filed 20 Oct 2025.