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

Calamos 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
2025
Q4 		– Sell
-71,930
Closed -$9.59M – 473
2025
Q3 		$9.59M Buy
+71,930
New +$10.2M 0.35% 64

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Calamos Wealth Management's APO Position: Q4 2025 in Review

Calamos Wealth Management sold out of Apollo Global Management (APO) in Q4 2025, closing a stake of 71,930 shares — an estimated $9.59M sold.

Calamos Wealth Management first reported a position in APO in Q3 2025 and held it in 1 quarter. The position peaked at $9.59M in Q3 2025. 1,206 funds tracked by Wall St. Rank hold APO as of Q4 2025.

  • Calamos Wealth Management reported no remaining Apollo Global Management position as of Q4 2025 after selling out during the quarter.
  • Calamos Wealth Management sold 71,930 Apollo Global Management shares in Q4 2025, an estimated $9.59M.
  • Calamos Wealth Management first reported a position in Apollo Global Management in Q3 2025 and held it in 1 quarter.
  • Calamos Wealth Management's Apollo Global Management position peaked at $9.59M in Q3 2025.
  • 1,206 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2025.

Based on Calamos Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.