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Stonegate Investment Group’s Apollo Global Management APO Stock Holding History

Stonegate Investment 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
Q3 		$916K Buy
6,870
+316
+5% +$44.7K 0.02% 187
2025
Q2 		$930K Buy
6,554
+834
+15% +$111K 0.02% 188
2025
Q1 		$783K Buy
5,720
+533
+10% +$82K 0.02% 178
2024
Q4 		$857K Sell
5,187
-2,236
-30% -$354K 0.02% 165
2024
Q3 		$927K Sell
7,423
-152
-2% -$17.5K 0.02% 174
2024
Q2 		$894K Sell
7,575
-489
-6% -$55.5K 0.03% 174
2024
Q1 		$907K Sell
8,064
-1,757
-18% -$185K 0.03% 170
2023
Q4 		$915K Sell
9,821
-109
-1% -$9.62K 0.03% 162
2023
Q3 		$891K Sell
9,930
-132
-1% -$11.1K 0.03% 161
2023
Q2 		$773K Sell
10,062
-1,298
-11% -$86.8K 0.03% 177
2023
Q1 		$717K Sell
11,360
-1,260
-10% -$84.4K 0.03% 177
2022
Q4 		$805K Sell
12,620
-478
-4% -$28.4K 0.03% 160
2022
Q3 		$609K Sell
13,098
-33
-0.3% -$1.81K 0.03% 167
2022
Q2 		$637K Buy
13,131
+1,926
+17% +$105K 0.03% 164
2022
Q1 		$695K Buy
11,205
+1,170
+12% +$77K 0.02% 151
2021
Q4 		$727K Buy
+10,035
New +$724K 0.03% 147

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Stonegate Investment Group's APO Position: Q3 2025 in Review

Stonegate Investment Group increased its Apollo Global Management (APO) stake by 4.8% in Q3 2025, buying an estimated $44.7K and bringing the position to 6,870 shares worth $916K. The position accounts for 0.02% of the portfolio, ranked #187.

Stonegate Investment Group first reported a position in APO in Q4 2021 and has held it in 16 quarters since. The position peaked at $930K in Q2 2025. 1,134 funds tracked by Wall St. Rank hold APO as of Q3 2025.

  • Stonegate Investment Group held 6,870 shares of Apollo Global Management worth $916K as of Q3 2025.
  • Stonegate Investment Group bought 316 Apollo Global Management shares in Q3 2025, an estimated $44.7K.
  • Apollo Global Management made up 0.02% of Stonegate Investment Group's portfolio in Q3 2025, its #187 holding.
  • Stonegate Investment Group first reported a position in Apollo Global Management in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's Apollo Global Management position peaked at $930K in Q2 2025.
  • 1,134 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.