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National Wealth Management Group’s Apollo Global Management APO Stock Holding History

National Wealth Management Group’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
-5,214
Closed -$714K – 160
2025
Q1 		$714K Sell
5,214
-1,390
-21% -$214K 0.47% 52
2024
Q4 		$1.09M Buy
+6,604
New +$1.05M 0.73% 31
2023
Q4 		– Sell
-4,892
Closed -$439K – 135
2023
Q3 		$439K Buy
+4,892
New +$411K 0.48% 66

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

National Wealth Management Group's APO Position: Q2 2025 in Review

National Wealth Management Group sold out of Apollo Global Management (APO) in Q2 2025, closing a stake of 5,214 shares — an estimated $714K sold.

National Wealth Management Group first reported a position in APO in Q3 2023 and held it in 3 quarters. The position peaked at $1.09M in Q4 2024. 1,138 funds tracked by Wall St. Rank hold APO as of Q2 2025.

  • National Wealth Management Group reported no remaining Apollo Global Management position as of Q2 2025 after selling out during the quarter.
  • National Wealth Management Group sold 5,214 Apollo Global Management shares in Q2 2025, an estimated $714K.
  • National Wealth Management Group first reported a position in Apollo Global Management in Q3 2023 and held it in 3 quarters.
  • National Wealth Management Group's Apollo Global Management position peaked at $1.09M in Q4 2024.
  • 1,138 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2025.

Based on National Wealth Management Group's 13F filing for Q2 2025, filed 25 Sep 2025.