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TruNorth Capital Management’s Apollo Global Management APO Stock Holding History

TruNorth Capital 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
Q2 		– Sell
-99
Closed -$13.6K – 360
2025
Q1 		$13.6K Buy
+99
New +$15.2K ﹤0.01% 339

Other funds holding APO

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Franklin Resources
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

TruNorth Capital Management's APO Position: Q2 2025 in Review

TruNorth Capital Management sold out of Apollo Global Management (APO) in Q2 2025, closing a stake of 99 shares — an estimated $13.6K sold.

TruNorth Capital Management first reported a position in APO in Q1 2025 and held it in 1 quarter. The position peaked at $13.6K in Q1 2025. 1,138 funds tracked by Wall St. Rank hold APO as of Q2 2025.

  • TruNorth Capital Management reported no remaining Apollo Global Management position as of Q2 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 99 Apollo Global Management shares in Q2 2025, an estimated $13.6K.
  • TruNorth Capital Management first reported a position in Apollo Global Management in Q1 2025 and held it in 1 quarter.
  • TruNorth Capital Management's Apollo Global Management position peaked at $13.6K in Q1 2025.
  • 1,138 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2025.

Based on TruNorth Capital Management's 13F filing for Q2 2025, filed 18 Jul 2025.