U.S. Global Investors (USGI)’s Apollo Global Management APO Stock Holding History

U.S. Global Investors (USGI)’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	-7,345	Closed	-$1.21M	–	139
2024 Q4	$1.21M	Buy	7,345 +245	+3%	+$38.8K	0.12%	57
2024 Q3	$887K	Sell	7,100 -7,900	-53%	-$912K	0.09%	66
2024 Q2	$1.77M	Buy	15,000 +1,500	+11%	+$170K	0.17%	46
2024 Q1	$1.52M	Buy	+13,500	New	+$1.42M	0.12%	47
2023 Q4	–	Sell	-11,050	Closed	-$992K	–	144
2023 Q3	$992K	Sell	11,050 -2,450	-18%	-$206K	0.08%	53
2023 Q2	$1.04M	Buy	+13,500	New	+$903K	0.06%	53
2021 Q1	–	Sell	-3,000	Closed	-$147K	–	139
2020 Q4	$147K	Hold	3,000	–	–	0.01%	138
2020 Q3	$134K	Buy	+3,000	New	+$144K	0.01%	134

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Oslo, Norway $1T AUM

U.S. Global Investors (USGI)'s APO Position: Q1 2025 in Review

U.S. Global Investors (USGI) sold out of Apollo Global Management (APO) in Q1 2025, closing a stake of 7,345 shares — an estimated $1.21M sold.

U.S. Global Investors (USGI) first reported a position in APO in Q3 2020 and held it in 8 quarters. The position peaked at $1.77M in Q2 2024. 1,101 funds tracked by Wall St. Rank hold APO as of Q1 2025.

U.S. Global Investors (USGI) reported no remaining Apollo Global Management position as of Q1 2025 after selling out during the quarter.
U.S. Global Investors (USGI) sold 7,345 Apollo Global Management shares in Q1 2025, an estimated $1.21M.
U.S. Global Investors (USGI) first reported a position in Apollo Global Management in Q3 2020 and held it in 8 quarters.
U.S. Global Investors (USGI)'s Apollo Global Management position peaked at $1.77M in Q2 2024.
1,101 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2025.

Based on U.S. Global Investors (USGI)'s 13F filing for Q1 2025, filed 24 Apr 2025.