MA
APO icon

Mudita Advisors’s Apollo Global Management APO Stock Holding History

Mudita 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
Q1 		– Sell
-49,570
Closed -$8.19M – 18
2024
Q4 		$8.19M Sell
49,570
-139,000
-74% -$22M 4.6% 8
2024
Q3 		$23.6M Sell
188,570
-63,400
-25% -$7.32M 12.89% 3
2024
Q2 		$29.8M Buy
251,970
+44,900
+22% +$5.09M 15.23% 2
2024
Q1 		$23.3M Buy
207,070
+7,400
+4% +$781K 13.86% 2
2023
Q4 		$18.6M Sell
199,670
-5,800
-3% -$512K 12.92% 3
2023
Q3 		$18.4M Sell
205,470
-6,600
-3% -$555K 13.46% 3
2023
Q2 		$16.3M Buy
212,070
+28,520
+16% +$1.91M 12.47% 3
2023
Q1 		$11.6M Buy
183,550
+35,200
+24% +$2.36M 10.38% 4
2022
Q4 		$9.46M Hold
148,350
– – 8.26% 4
2022
Q3 		$6.9M Sell
148,350
-53,400
-26% -$2.93M 6.4% 5
2022
Q2 		$9.78M Hold
201,750
– – 7.87% 4
2022
Q1 		$12.5M Buy
201,750
+92,250
+84% +$6.07M 8.36% 4
2021
Q4 		$7.93M Buy
+109,500
New +$7.9M 7.15% 6

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mudita Advisors's APO Position: Q1 2025 in Review

Mudita Advisors sold out of Apollo Global Management (APO) in Q1 2025, closing a stake of 49,570 shares — an estimated $8.19M sold.

Mudita Advisors first reported a position in APO in Q4 2021 and held it in 13 quarters. The position peaked at $29.8M in Q2 2024. 1,096 funds tracked by Wall St. Rank hold APO as of Q1 2025.

  • Mudita Advisors reported no remaining Apollo Global Management position as of Q1 2025 after selling out during the quarter.
  • Mudita Advisors sold 49,570 Apollo Global Management shares in Q1 2025, an estimated $8.19M.
  • Mudita Advisors first reported a position in Apollo Global Management in Q4 2021 and held it in 13 quarters.
  • Mudita Advisors's Apollo Global Management position peaked at $29.8M in Q2 2024.
  • 1,096 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2025.

Based on Mudita Advisors's 13F filing for Q1 2025, filed 19 May 2025.