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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Aviso Wealth Management's APO Position: Q2 2026 in Review

Aviso Wealth Management held its Apollo Global Management (APO) position steady in Q2 2026 at 2,276 shares worth $269K. The position accounts for 0.09% of the portfolio, ranked #127.

Aviso Wealth Management first reported a position in APO in Q4 2023 and has held it in 11 quarters since. The position peaked at $376K in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Aviso Wealth Management held 2,276 shares of Apollo Global Management worth $269K as of Q2 2026.
  • Aviso Wealth Management left its Apollo Global Management share count unchanged in Q2 2026.
  • Apollo Global Management made up 0.09% of Aviso Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Aviso Wealth Management first reported a position in Apollo Global Management in Q4 2023 and has held it in 11 quarters since.
  • Aviso Wealth Management's Apollo Global Management position peaked at $376K in Q4 2024.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.