APO — APOLLO GLOBAL MGMT INC COM

Ownership history in EverSource Wealth Advisors, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in APOLLO GLOBAL MGMT INC COM (APO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.43% (2025 Q4)
Avg. % of fund
0.15%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 268,028 +67,261 +33.5% 1.43% $38.8M $144.17
2025 Q3 ADDED 200,767 +200,029 +27104.2% 1.06% $26.8M $132.21
2025 Q2 ADDED 738 +3 +0.4% 0.00% $105K $140.23
2025 Q1 ADDED 735 +318 +76.3% 0.01% $101K $134.87
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    APO price (monthly, adj. close)

Other funds also holding APO

As of 2025 Q4 — sorted by position size

Curated Wealth Partners LLC 3Y 34.81% MSA Advisors, LLC 31.16% GUARDIAN POINT CAPITAL, LP 3Y 7Y 15.68% Knott David M Jr 3Y 15.08% PB INVESTMENT PARTNERS, L.P. 3Y 15.05% OCO Capital Partners, L.P. 3Y 12.54% NFC Investments, LLC 3Y 7Y 12.02% Heard Capital LLC 3Y 10.28% COBALT CAPITAL MANAGEMENT, INC. 3Y 7Y 10.25% Newbrook Capital Advisors LP 3Y 7Y 10.08%
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