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Waterloo Capital’s Apollo Global Management APO Stock Holding History

Waterloo Capital’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
-1,538
Closed -$218K – 459
2025
Q2 		$218K Buy
+1,538
New +$204K 0.02% 429

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

Waterloo Capital's APO Position: Q3 2025 in Review

Waterloo Capital sold out of Apollo Global Management (APO) in Q3 2025, closing a stake of 1,538 shares — an estimated $218K sold.

Waterloo Capital first reported a position in APO in Q2 2025 and held it in 1 quarter. The position peaked at $218K in Q2 2025. 1,133 funds tracked by Wall St. Rank hold APO as of Q3 2025.

  • Waterloo Capital reported no remaining Apollo Global Management position as of Q3 2025 after selling out during the quarter.
  • Waterloo Capital sold 1,538 Apollo Global Management shares in Q3 2025, an estimated $218K.
  • Waterloo Capital first reported a position in Apollo Global Management in Q2 2025 and held it in 1 quarter.
  • Waterloo Capital's Apollo Global Management position peaked at $218K in Q2 2025.
  • 1,133 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2025.

Based on Waterloo Capital's 13F filing for Q3 2025, filed 5 Nov 2025.