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Marshall & Sterling Wealth Advisors’s Apollo Global Management APO Stock Holding History

Marshall & Sterling 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
Q4 		– Sell
-4
Closed -$533 – 362
2025
Q3 		$533 Buy
+4
New +$566 ﹤0.01% 623

Other funds holding APO

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's APO Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Apollo Global Management (APO) in Q4 2025, closing a stake of 4 shares — an estimated $533 sold.

Marshall & Sterling Wealth Advisors first reported a position in APO in Q3 2025 and held it in 1 quarter. The position peaked at $533 in Q3 2025. 1,208 funds tracked by Wall St. Rank hold APO as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Apollo Global Management position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 4 Apollo Global Management shares in Q4 2025, an estimated $533.
  • Marshall & Sterling Wealth Advisors first reported a position in Apollo Global Management in Q3 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Apollo Global Management position peaked at $533 in Q3 2025.
  • 1,208 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.