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Left Brain Wealth Management’s Apollo Global Management APO Stock Holding History

Left Brain Wealth 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
Q2 		– Sell
-39,999
Closed -$5.48M – 99
2025
Q1 		$5.48M Buy
39,999
+14,263
+55% +$2.19M 2.39% 12
2024
Q4 		$4.25M Buy
+25,736
New +$4.08M 1.61% 23

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

Left Brain Wealth Management's APO Position: Q2 2025 in Review

Left Brain Wealth Management sold out of Apollo Global Management (APO) in Q2 2025, closing a stake of 39,999 shares — an estimated $5.48M sold.

Left Brain Wealth Management first reported a position in APO in Q4 2024 and held it in 2 quarters. The position peaked at $5.48M in Q1 2025. 1,138 funds tracked by Wall St. Rank hold APO as of Q2 2025.

  • Left Brain Wealth Management reported no remaining Apollo Global Management position as of Q2 2025 after selling out during the quarter.
  • Left Brain Wealth Management sold 39,999 Apollo Global Management shares in Q2 2025, an estimated $5.48M.
  • Left Brain Wealth Management first reported a position in Apollo Global Management in Q4 2024 and held it in 2 quarters.
  • Left Brain Wealth Management's Apollo Global Management position peaked at $5.48M in Q1 2025.
  • 1,138 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2025.

Based on Left Brain Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.