Venturi Wealth Management’s Apollo Global Management APO Stock Holding History

Venturi Wealth 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	-600	Closed	-$99.1K	–	637
2024 Q4	$99.1K	Buy	600 +575	+2,300%	+$91.1K	﹤0.01%	784
2024 Q3	$3.12K	Sell	25 -73	-74%	-$8.43K	﹤0.01%	1592
2024 Q2	$11.6K	Buy	98 +42	+75%	+$4.77K	﹤0.01%	1075
2024 Q1	$6.3K	Buy	+56	New	+$5.91K	﹤0.01%	1034

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

Venturi Wealth Management's APO Position: Q1 2025 in Review

Venturi Wealth Management sold out of Apollo Global Management (APO) in Q1 2025, closing a stake of 600 shares — an estimated $99.1K sold.

Venturi Wealth Management first reported a position in APO in Q1 2024 and held it in 4 quarters. The position peaked at $99.1K in Q4 2024. 1,101 funds tracked by Wall St. Rank hold APO as of Q1 2025.

Venturi Wealth Management reported no remaining Apollo Global Management position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 600 Apollo Global Management shares in Q1 2025, an estimated $99.1K.
Venturi Wealth Management first reported a position in Apollo Global Management in Q1 2024 and held it in 4 quarters.
Venturi Wealth Management's Apollo Global Management position peaked at $99.1K in Q4 2024.
1,101 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.