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

Aviso 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
2026 Q3	$264K	Hold	2,276	–	–	0.1%	122
2026 Q2	$269K	Hold	2,276	–	–	0.09%	127
2026 Q1	$254K	Hold	2,276	–	–	0.11%	123
2025 Q4	$329K	Hold	2,276	–	–	0.14%	114
2025 Q3	$303K	Hold	2,276	–	–	0.13%	111
2025 Q2	$323K	Hold	2,276	–	–	0.15%	114
2025 Q1	$312K	Hold	2,276	–	–	0.17%	113
2024 Q4	$376K	Hold	2,276	–	–	0.19%	103
2024 Q3	$284K	Sell	2,276 -132	-5%	-$15.2K	0.15%	118
2024 Q2	$284K	Hold	2,408	–	–	0.17%	115
2024 Q1	$271K	Buy	2,408 +200	+9%	+$21.1K	0.17%	122
2023 Q4	$206K	Buy	+2,208	New	+$195K	0.15%	140

Other funds holding APO

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Aviso Wealth Management's APO Position: Q3 2026 in Review

Aviso Wealth Management held its Apollo Global Management (APO) position steady in Q3 2026 at 2,276 shares worth $264K. The position accounts for 0.1% of the portfolio, ranked #122.

Aviso Wealth Management first reported a position in APO in Q4 2023 and has held it in 12 quarters since. The position peaked at $376K in Q4 2024. 537 funds tracked by Wall St. Rank hold APO as of Q3 2026.

Aviso Wealth Management held 2,276 shares of Apollo Global Management worth $264K as of Q3 2026.
Aviso Wealth Management left its Apollo Global Management share count unchanged in Q3 2026.
Apollo Global Management made up 0.1% of Aviso Wealth Management's portfolio in Q3 2026, its #122 holding.
Aviso Wealth Management first reported a position in Apollo Global Management in Q4 2023 and has held it in 12 quarters since.
Aviso Wealth Management's Apollo Global Management position peaked at $376K in Q4 2024.
537 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.