Northeast Financial Consultants’s Apollo Global Management APO Stock Holding History

Northeast Financial Consultants’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	$3.51M	Hold	24,731	–	–	0.14%	78
2025 Q1	$3.39M	Hold	24,731	–	–	0.15%	83
2024 Q4	$4.08M	Hold	24,731	–	–	0.17%	72
2024 Q3	$3.09M	Sell	24,731 -50	-0.2%	-$5.77K	0.14%	85
2024 Q2	$2.93M	Sell	24,781 -16,571	-40%	-$1.88M	0.13%	85
2024 Q1	$4.65M	Sell	41,352 -246	-0.6%	-$26K	0.23%	67
2023 Q4	$3.88M	Hold	41,598	–	–	0.21%	69
2023 Q3	$3.73M	Hold	41,598	–	–	0.23%	63
2023 Q2	$3.2M	Hold	41,598	–	–	0.2%	76
2023 Q1	$2.63M	Hold	41,598	–	–	0.17%	89
2022 Q4	$2.65M	Sell	41,598 -315	-0.8%	-$18.7K	0.18%	86
2022 Q3	$1.95M	Hold	41,913	–	–	0.14%	91
2022 Q2	$2.03M	Hold	41,913	–	–	0.14%	91
2022 Q1	$2.6M	Buy	+41,913	New	+$2.76M	0.15%	88
2021 Q4	–	Sell	-41,700	Closed	-$2.57M	–	359
2021 Q3	$2.57M	Hold	41,700	–	–	0.17%	77
2021 Q2	$2.59M	Hold	41,700	–	–	0.17%	79
2021 Q1	$1.96M	Sell	41,700 -6,899	-14%	-$336K	0.15%	88
2020 Q4	$2.38M	Buy	48,599 +183	+0.4%	+$8.17K	0.2%	72
2020 Q3	$2.17M	Hold	48,416	–	–	0.2%	74
2020 Q2	$2.42M	Buy	48,416 +3,139	+7%	+$138K	0.23%	66
2020 Q1	$1.52M	Sell	45,277 -166,817	-79%	-$7.16M	0.17%	78
2019 Q4	$10.1M	Buy	212,094 +97	+0%	+$4.14K	0.9%	28
2019 Q3	$8.02M	Buy	+211,997	New	+$7.71M	0.82%	32
2019 Q2	–	Hold	0	–	–	–	98
2019 Q1	–	Hold	0	–	–	–	105
2018 Q4	–	Sell	-10,219	Closed	-$293K	–	108
2018 Q3	$353K	Buy	+10,219	New	+$356K	0.1%	107

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Northeast Financial Consultants's APO Position: Q2 2025 in Review

Northeast Financial Consultants held its Apollo Global Management (APO) position steady in Q2 2025 at 24,731 shares worth $3.51M. The position accounts for 0.14% of the portfolio, ranked #78.

Northeast Financial Consultants first reported a position in APO in Q3 2018 and has held it in 24 quarters since. The position peaked at $10.1M in Q4 2019. 1,139 funds tracked by Wall St. Rank hold APO as of Q2 2025.

Northeast Financial Consultants held 24,731 shares of Apollo Global Management worth $3.51M as of Q2 2025.
Northeast Financial Consultants left its Apollo Global Management share count unchanged in Q2 2025.
Apollo Global Management made up 0.14% of Northeast Financial Consultants's portfolio in Q2 2025, its #78 holding.
Northeast Financial Consultants first reported a position in Apollo Global Management in Q3 2018 and has held it in 24 quarters since.
Northeast Financial Consultants's Apollo Global Management position peaked at $10.1M in Q4 2019.
1,139 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.