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Petrus Trust Company’s Apollo Global Management APO Stock Holding History

Petrus Trust Company’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
-1,802
Closed -$247K – 514
2025
Q1 		$247K Sell
1,802
-909
-34% -$140K 0.02% 469
2024
Q4 		$448K Buy
+2,711
New +$429K 0.04% 279
2023
Q4 		– Sell
-3,330
Closed -$299K – 599
2023
Q3 		$299K Sell
3,330
-4,527
-58% -$381K 0.03% 389
2023
Q2 		$603K Buy
7,857
+3,245
+70% +$217K 0.07% 94
2023
Q1 		$291K Buy
+4,612
New +$309K 0.04% 314

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 $3.38T AUM 44.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Petrus Trust Company's APO Position: Q2 2025 in Review

Petrus Trust Company sold out of Apollo Global Management (APO) in Q2 2025, closing a stake of 1,802 shares — an estimated $247K sold.

Petrus Trust Company first reported a position in APO in Q1 2023 and held it in 5 quarters. The position peaked at $603K in Q2 2023. 1,142 funds tracked by Wall St. Rank hold APO as of Q2 2025.

  • Petrus Trust Company reported no remaining Apollo Global Management position as of Q2 2025 after selling out during the quarter.
  • Petrus Trust Company sold 1,802 Apollo Global Management shares in Q2 2025, an estimated $247K.
  • Petrus Trust Company first reported a position in Apollo Global Management in Q1 2023 and held it in 5 quarters.
  • Petrus Trust Company's Apollo Global Management position peaked at $603K in Q2 2023.
  • 1,142 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.