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Secured Retirement Advisors’s Apollo Global Management APO Stock Holding History

Secured Retirement 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 		– Sell
-9,813
Closed -$1.62M – 121
2024
Q4 		$1.62M Sell
9,813
-1,800
-15% -$285K 0.93% 41
2024
Q3 		$1.45M Buy
11,613
+751
+7% +$86.7K 1.05% 39
2024
Q2 		$1.28M Buy
10,862
+928
+9% +$105K 1% 41
2024
Q1 		$1.12M Buy
+9,934
New +$1.05M 0.95% 42

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

Secured Retirement Advisors's APO Position: Q1 2025 in Review

Secured Retirement Advisors sold out of Apollo Global Management (APO) in Q1 2025, closing a stake of 9,813 shares — an estimated $1.62M sold.

Secured Retirement Advisors first reported a position in APO in Q1 2024 and held it in 4 quarters. The position peaked at $1.62M in Q4 2024. 1,101 funds tracked by Wall St. Rank hold APO as of Q1 2025.

  • Secured Retirement Advisors reported no remaining Apollo Global Management position as of Q1 2025 after selling out during the quarter.
  • Secured Retirement Advisors sold 9,813 Apollo Global Management shares in Q1 2025, an estimated $1.62M.
  • Secured Retirement Advisors first reported a position in Apollo Global Management in Q1 2024 and held it in 4 quarters.
  • Secured Retirement Advisors's Apollo Global Management position peaked at $1.62M in Q4 2024.
  • 1,101 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2025.

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