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Kozak & Associates’s Apollo Global Management APO Stock Holding History

Kozak & Associates’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
-50
Closed -$6.63K – 412
2025
Q1 		$6.28K Hold
50
– – ﹤0.01% 262
2024
Q4 		$8.45K Buy
+50
New +$7.92K ﹤0.01% 255

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 $3.38T AUM 44.17% 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

Kozak & Associates's APO Position: Q2 2025 in Review

Kozak & Associates sold out of Apollo Global Management (APO) in Q2 2025, closing a stake of 50 shares — an estimated $6.63K sold.

Kozak & Associates first reported a position in APO in Q4 2024 and held it in 2 quarters. The position peaked at $8.45K in Q4 2024. 1,142 funds tracked by Wall St. Rank hold APO as of Q2 2025.

  • Kozak & Associates reported no remaining Apollo Global Management position as of Q2 2025 after selling out during the quarter.
  • Kozak & Associates sold 50 Apollo Global Management shares in Q2 2025, an estimated $6.63K.
  • Kozak & Associates first reported a position in Apollo Global Management in Q4 2024 and held it in 2 quarters.
  • Kozak & Associates's Apollo Global Management position peaked at $8.45K in Q4 2024.
  • 1,142 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2025.

Based on Kozak & Associates's 13F filing for Q2 2025, filed 10 Jul 2025.