Schechter Investment Advisors’s Apollo Global Management APO Stock Holding History

Schechter Investment 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 Q1	$564K	Buy	+4,122	New	+$634K	0.05%	335

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

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

Norges Bank Oslo, Norway $935B AUM

Schechter Investment Advisors's APO Position: Q1 2025 in Review

Schechter Investment Advisors opened a new position in Apollo Global Management (APO) in Q1 2025: 4,122 shares worth $564K. The stake represents 0.05% of the portfolio and ranks #335 among its holdings.

1,095 funds tracked by Wall St. Rank hold APO as of Q1 2025.

Schechter Investment Advisors held 4,122 shares of Apollo Global Management worth $564K as of Q1 2025.
Apollo Global Management was a new Schechter Investment Advisors position in Q1 2025.
Apollo Global Management made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #335 holding.
1,095 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.