Richard Bernstein Advisors’s Apollo Global Management APO Stock Holding History

Richard Bernstein 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 Q4	–	Sell	-11,144	Closed	-$1.49M	–	178
2025 Q3	$1.49M	Sell	11,144 -13,325	-54%	-$1.89M	0.04%	128
2025 Q2	$3.47M	Sell	24,469 -2,720	-10%	-$361K	0.09%	117
2025 Q1	$3.72M	Sell	27,189 -1,120	-4%	-$172K	0.09%	108
2024 Q4	$4.68M	Hold	28,309	–	–	0.11%	82
2024 Q3	$3.54M	Hold	28,309	–	–	0.08%	138
2024 Q2	$3.34M	Hold	28,309	–	–	0.07%	125
2024 Q1	$3.18M	Buy	+28,309	New	+$2.99M	0.07%	144

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Richard Bernstein Advisors's APO Position: Q4 2025 in Review

Richard Bernstein Advisors sold out of Apollo Global Management (APO) in Q4 2025, closing a stake of 11,144 shares — an estimated $1.49M sold.

Richard Bernstein Advisors first reported a position in APO in Q1 2024 and held it in 7 quarters. The position peaked at $4.68M in Q4 2024. 1,204 funds tracked by Wall St. Rank hold APO as of Q4 2025.

Richard Bernstein Advisors reported no remaining Apollo Global Management position as of Q4 2025 after selling out during the quarter.
Richard Bernstein Advisors sold 11,144 Apollo Global Management shares in Q4 2025, an estimated $1.49M.
Richard Bernstein Advisors first reported a position in Apollo Global Management in Q1 2024 and held it in 7 quarters.
Richard Bernstein Advisors's Apollo Global Management position peaked at $4.68M in Q4 2024.
1,204 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2025.

Based on Richard Bernstein Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.