Jupiter Asset Management’s Apollo Global Management APO Stock Holding History

Jupiter Asset Management’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	-101,478	Closed	-$13.5M	–	413
2025 Q3	$13.5M	Buy	101,478 +56,048	+123%	+$7.93M	0.12%	195
2025 Q2	$6.45M	Sell	45,430 -47,548	-51%	-$6.31M	0.05%	256
2025 Q1	$12.7M	Sell	92,978 -89,766	-49%	-$13.8M	0.12%	204
2024 Q4	$30.2M	Buy	182,744 +10,212	+6%	+$1.62M	0.29%	115
2024 Q3	$21.6M	Buy	172,532 +70,227	+69%	+$8.11M	0.19%	163
2024 Q2	$12.1M	Buy	+102,305	New	+$11.6M	0.11%	192
2023 Q4	–	Sell	-4,985	Closed	-$447K	–	462
2023 Q3	$447K	Buy	+4,985	New	+$419K	0.01%	438
2014 Q2	–	Sell	-270,000	Closed	-$8.59M	–	243
2014 Q1	$8.59M	Sell	270,000 -155,000	-36%	-$5.05M	0.28%	109
2013 Q4	$13.4M	Buy	425,000 +262,159	+161%	+$8.12M	0.52%	69
2013 Q3	$4.6M	Buy	+162,841	New	+$4.37M	0.2%	127

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Jupiter Asset Management's APO Position: Q4 2025 in Review

Jupiter Asset Management sold out of Apollo Global Management (APO) in Q4 2025, closing a stake of 101,478 shares — an estimated $13.5M sold.

Jupiter Asset Management first reported a position in APO in Q3 2013 and held it in 10 quarters. The position peaked at $30.2M in Q4 2024. 1,208 funds tracked by Wall St. Rank hold APO as of Q4 2025.

Jupiter Asset Management reported no remaining Apollo Global Management position as of Q4 2025 after selling out during the quarter.
Jupiter Asset Management sold 101,478 Apollo Global Management shares in Q4 2025, an estimated $13.5M.
Jupiter Asset Management first reported a position in Apollo Global Management in Q3 2013 and held it in 10 quarters.
Jupiter Asset Management's Apollo Global Management position peaked at $30.2M in Q4 2024.
1,208 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2025.

Based on Jupiter Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.