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

BigSur 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 		– Sell
-4,000
Closed -$446K – 171
2026
Q1 		$446K Hold
4,000
– – 0.13% 124
2025
Q4 		$579K Hold
4,000
– – 0.14% 115
2025
Q3 		$533K Buy
4,000
+1,000
+33% +$142K 0.13% 118
2025
Q2 		$426K Buy
+3,000
New +$398K 0.11% 128

Other funds holding APO

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

BigSur Wealth Management sold out of Apollo Global Management (APO) in Q2 2026, closing a stake of 4,000 shares — an estimated $446K sold.

BigSur Wealth Management first reported a position in APO in Q2 2025 and held it in 4 quarters. The position peaked at $579K in Q4 2025. 250 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • BigSur Wealth Management reported no remaining Apollo Global Management position as of Q2 2026 after selling out during the quarter.
  • BigSur Wealth Management sold 4,000 Apollo Global Management shares in Q2 2026, an estimated $446K.
  • BigSur Wealth Management first reported a position in Apollo Global Management in Q2 2025 and held it in 4 quarters.
  • BigSur Wealth Management's Apollo Global Management position peaked at $579K in Q4 2025.
  • 250 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.