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Synergy Asset Management’s Apollo Global Management APO Stock Holding History

Synergy Asset Management’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 		– Sell
-6,539
Closed -$928K – 256
2025
Q2 		$928K Buy
+6,539
New +$867K 0.11% 97

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

Synergy Asset Management's APO Position: Q3 2025 in Review

Synergy Asset Management sold out of Apollo Global Management (APO) in Q3 2025, closing a stake of 6,539 shares — an estimated $928K sold.

Synergy Asset Management first reported a position in APO in Q2 2025 and held it in 1 quarter. The position peaked at $928K in Q2 2025. 1,133 funds tracked by Wall St. Rank hold APO as of Q3 2025.

  • Synergy Asset Management reported no remaining Apollo Global Management position as of Q3 2025 after selling out during the quarter.
  • Synergy Asset Management sold 6,539 Apollo Global Management shares in Q3 2025, an estimated $928K.
  • Synergy Asset Management first reported a position in Apollo Global Management in Q2 2025 and held it in 1 quarter.
  • Synergy Asset Management's Apollo Global Management position peaked at $928K in Q2 2025.
  • 1,133 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2025.

Based on Synergy Asset Management's 13F filing for Q3 2025, filed 21 Oct 2025.