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

HCR 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 Q1	–	Sell	-1,237	Closed	-$204K	–	231
2024 Q4	$204K	Buy	+1,237	New	+$196K	0.03%	223
2024 Q3	–	Sell	-2,237	Closed	-$264K	–	230
2024 Q2	$264K	Buy	2,237 +300	+15%	+$34K	0.04%	184
2024 Q1	$218K	Buy	+1,937	New	+$204K	0.03%	206

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

HCR Wealth Advisors's APO Position: Q1 2025 in Review

HCR Wealth Advisors sold out of Apollo Global Management (APO) in Q1 2025, closing a stake of 1,237 shares — an estimated $204K sold.

HCR Wealth Advisors first reported a position in APO in Q1 2024 and held it in 3 quarters. The position peaked at $264K in Q2 2024. 1,101 funds tracked by Wall St. Rank hold APO as of Q1 2025.

HCR Wealth Advisors reported no remaining Apollo Global Management position as of Q1 2025 after selling out during the quarter.
HCR Wealth Advisors sold 1,237 Apollo Global Management shares in Q1 2025, an estimated $204K.
HCR Wealth Advisors first reported a position in Apollo Global Management in Q1 2024 and held it in 3 quarters.
HCR Wealth Advisors's Apollo Global Management position peaked at $264K in Q2 2024.
1,101 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2025.

Based on HCR Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.