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Oak Thistle LLC’s Apollo Global Management APO Stock Holding History

Oak Thistle LLC’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
-3,670
Closed -$606K – 410
2024
Q4 		$606K Buy
+3,670
New +$581K 0.18% 210
2022
Q1 		– Sell
-5,790
Closed -$420K – 375
2021
Q4 		$420K Buy
+5,790
New +$418K 0.33% 131

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Oak Thistle LLC's APO Position: Q1 2025 in Review

Oak Thistle LLC sold out of Apollo Global Management (APO) in Q1 2025, closing a stake of 3,670 shares — an estimated $606K sold.

Oak Thistle LLC first reported a position in APO in Q4 2021 and held it in 2 quarters. The position peaked at $606K in Q4 2024. 1,101 funds tracked by Wall St. Rank hold APO as of Q1 2025.

  • Oak Thistle LLC reported no remaining Apollo Global Management position as of Q1 2025 after selling out during the quarter.
  • Oak Thistle LLC sold 3,670 Apollo Global Management shares in Q1 2025, an estimated $606K.
  • Oak Thistle LLC first reported a position in Apollo Global Management in Q4 2021 and held it in 2 quarters.
  • Oak Thistle LLC's Apollo Global Management position peaked at $606K in Q4 2024.
  • 1,101 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2025.

Based on Oak Thistle LLC's 13F filing for Q1 2025, filed 6 May 2025.