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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aviso Wealth Management's APO Position: Q1 2026 in Review

Aviso Wealth Management held its Apollo Global Management (APO) position steady in Q1 2026 at 2,276 shares worth $254K. The position accounts for 0.11% of the portfolio, ranked #123.

Aviso Wealth Management first reported a position in APO in Q4 2023 and has held it in 10 quarters since. The position peaked at $376K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Aviso Wealth Management held 2,276 shares of Apollo Global Management worth $254K as of Q1 2026.
Aviso Wealth Management left its Apollo Global Management share count unchanged in Q1 2026.
Apollo Global Management made up 0.11% of Aviso Wealth Management's portfolio in Q1 2026, its #123 holding.
Aviso Wealth Management first reported a position in Apollo Global Management in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's Apollo Global Management position peaked at $376K in Q4 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.