Vaughan Nelson Investment Management’s Apollo Global Management APO Stock Holding History

Vaughan Nelson Investment 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 Q1	–	Sell	-271,601	Closed	-$44.9M	–	211
2024 Q4	$44.9M	Sell	271,601 -12,280	-4%	-$1.95M	0.42%	85
2024 Q3	$35.5M	Sell	283,881 -83,233	-23%	-$9.61M	0.32%	103
2024 Q2	$43.3M	Sell	367,114 -4,505	-1%	-$511K	0.4%	82
2024 Q1	$41.8M	Buy	371,619 +186,413	+101%	+$19.7M	0.37%	93
2023 Q4	$17.3M	Buy	185,206 +52,063	+39%	+$4.6M	0.17%	139
2023 Q3	$12M	Buy	133,143 +70,287	+112%	+$5.91M	0.13%	143
2023 Q2	$4.83M	Buy	+62,856	New	+$4.2M	0.05%	153

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

Vaughan Nelson Investment Management's APO Position: Q1 2025 in Review

Vaughan Nelson Investment Management sold out of Apollo Global Management (APO) in Q1 2025, closing a stake of 271,601 shares — an estimated $44.9M sold.

Vaughan Nelson Investment Management first reported a position in APO in Q2 2023 and held it in 7 quarters. The position peaked at $44.9M in Q4 2024. 1,101 funds tracked by Wall St. Rank hold APO as of Q1 2025.

Vaughan Nelson Investment Management reported no remaining Apollo Global Management position as of Q1 2025 after selling out during the quarter.
Vaughan Nelson Investment Management sold 271,601 Apollo Global Management shares in Q1 2025, an estimated $44.9M.
Vaughan Nelson Investment Management first reported a position in Apollo Global Management in Q2 2023 and held it in 7 quarters.
Vaughan Nelson Investment Management's Apollo Global Management position peaked at $44.9M in Q4 2024.
1,101 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2025.

Based on Vaughan Nelson Investment Management's 13F filing for Q1 2025, filed 17 Apr 2025.