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SageView Advisory Group’s Apollo Global Management APO Stock Holding History

SageView Advisory 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
Q4 		$327K Sell
2,256
-585
-21% -$77.7K 0.01% 456
2025
Q3 		$379K Buy
2,841
+17
+0.6% +$2.41K 0.01% 445
2025
Q2 		$420K Buy
2,824
+17
+0.6% +$2.25K 0.02% 412
2025
Q1 		$384K Buy
2,807
+60
+2% +$9.23K 0.02% 401
2024
Q4 		$454K Buy
2,747
+119
+5% +$18.9K 0.02% 361
2024
Q3 		$328K Sell
2,628
-482
-15% -$55.6K 0.02% 367
2024
Q2 		$367K Buy
3,110
+494
+19% +$56.1K 0.02% 393
2024
Q1 		$294K Sell
2,616
-135
-5% -$14.2K 0.01% 424
2023
Q4 		$279K Buy
2,751
+244
+10% +$21.5K 0.01% 531
2023
Q3 		$225K Buy
+2,507
New +$211K 0.01% 491

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SageView Advisory Group's APO Position: Q4 2025 in Review

SageView Advisory Group reduced its Apollo Global Management (APO) stake by 21% in Q4 2025, selling an estimated $77.7K and leaving 2,256 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #456.

SageView Advisory Group first reported a position in APO in Q3 2023 and has held it in 10 quarters since. The position peaked at $454K in Q4 2024. 1,205 funds tracked by Wall St. Rank hold APO as of Q4 2025.

  • SageView Advisory Group held 2,256 shares of Apollo Global Management worth $327K as of Q4 2025.
  • SageView Advisory Group sold 585 Apollo Global Management shares in Q4 2025, an estimated $77.7K.
  • Apollo Global Management made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #456 holding.
  • SageView Advisory Group first reported a position in Apollo Global Management in Q3 2023 and has held it in 10 quarters since.
  • SageView Advisory Group's Apollo Global Management position peaked at $454K in Q4 2024.
  • 1,205 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.