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Ground Swell Capital’s Apollo Global Management APO Stock Holding History

Ground Swell 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 		– Sell
-5,889
Closed -$806K – 146
2025
Q1 		$806K Buy
+5,889
New +$906K 1.74% 9

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Ground Swell Capital's APO Position: Q2 2025 in Review

Ground Swell Capital sold out of Apollo Global Management (APO) in Q2 2025, closing a stake of 5,889 shares — an estimated $806K sold.

Ground Swell Capital first reported a position in APO in Q1 2025 and held it in 1 quarter. The position peaked at $806K in Q1 2025. 1,138 funds tracked by Wall St. Rank hold APO as of Q2 2025.

  • Ground Swell Capital reported no remaining Apollo Global Management position as of Q2 2025 after selling out during the quarter.
  • Ground Swell Capital sold 5,889 Apollo Global Management shares in Q2 2025, an estimated $806K.
  • Ground Swell Capital first reported a position in Apollo Global Management in Q1 2025 and held it in 1 quarter.
  • Ground Swell Capital's Apollo Global Management position peaked at $806K in Q1 2025.
  • 1,138 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2025.

Based on Ground Swell Capital's 13F filing for Q2 2025, filed 31 Jul 2025.