Coldstream Capital Management’s Apollo Global Management APO Stock Holding History

Coldstream Capital 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	$597K	Sell	5,354 -549	-9%	-$68K	0.01%	655
2025 Q4	$855K	Buy	5,903 +160	+3%	+$21.3K	0.01%	504
2025 Q3	$765K	Buy	5,743 +1,721	+43%	+$244K	0.01%	546
2025 Q2	$571K	Buy	4,022 +765	+23%	+$101K	0.01%	604
2025 Q1	$446K	Buy	3,257 +405	+14%	+$62.3K	0.01%	662
2024 Q4	$471K	Buy	2,852 +265	+10%	+$42K	0.01%	625
2024 Q3	$346K	Buy	2,587 +702	+37%	+$81K	0.01%	768
2024 Q2	$223K	Buy	1,885 +50	+3%	+$5.67K	0.01%	896
2024 Q1	$206K	Buy	+1,835	New	+$194K	0.01%	951

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

Coldstream Capital Management's APO Position: Q1 2026 in Review

Coldstream Capital Management reduced its Apollo Global Management (APO) stake by 9.3% in Q1 2026, selling an estimated $68K and leaving 5,354 shares worth $597K. The position accounts for 0.01% of the portfolio, ranked #655.

Coldstream Capital Management first reported a position in APO in Q1 2024 and has held it in 9 quarters since. The position peaked at $855K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Coldstream Capital Management held 5,354 shares of Apollo Global Management worth $597K as of Q1 2026.
Coldstream Capital Management sold 549 Apollo Global Management shares in Q1 2026, an estimated $68K.
Apollo Global Management made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #655 holding.
Coldstream Capital Management first reported a position in Apollo Global Management in Q1 2024 and has held it in 9 quarters since.
Coldstream Capital Management's Apollo Global Management position peaked at $855K in Q4 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

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