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Mountain Capital Investment Advisors’s Apollo Global Management APO Stock Holding History

Mountain Capital Investment 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
-3,730
Closed -$485K – 94
2025
Q3 		$485K Buy
+3,730
New +$528K 0.09% 38

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
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 $3.38T AUM 44.17% 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

Mountain Capital Investment Advisors's APO Position: Q4 2025 in Review

Mountain Capital Investment Advisors sold out of Apollo Global Management (APO) in Q4 2025, closing a stake of 3,730 shares — an estimated $485K sold.

Mountain Capital Investment Advisors first reported a position in APO in Q3 2025 and held it in 1 quarter. The position peaked at $485K in Q3 2025. 1,209 funds tracked by Wall St. Rank hold APO as of Q4 2025.

  • Mountain Capital Investment Advisors reported no remaining Apollo Global Management position as of Q4 2025 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 3,730 Apollo Global Management shares in Q4 2025, an estimated $485K.
  • Mountain Capital Investment Advisors first reported a position in Apollo Global Management in Q3 2025 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's Apollo Global Management position peaked at $485K in Q3 2025.
  • 1,209 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2025.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.