Corient Private Wealth
APO icon

Corient Private Wealth’s Apollo Global Management APO Stock Holding History

Corient Private Wealth’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 		$27.2M Sell
230,067
-58,780
-20% -$7.39M 0.04% 340
2026
Q1 		$31.5M Buy
288,847
+14,875
+5% +$1.84M 0.05% 310
2025
Q4 		$39.7M Sell
273,972
-1,474
-0.5% -$196K 0.05% 281
2025
Q3 		$36.7M Buy
275,446
+66,767
+32% +$9.45M 0.06% 281
2025
Q2 		$29.6M Buy
208,679
+9,318
+5% +$1.24M 0.04% 315
2025
Q1 		$27.3M Sell
199,361
-4,566
-2% -$702K 0.04% 334
2024
Q4 		$32.5M Sell
203,927
-485
-0.2% -$76.8K 0.05% 296
2024
Q3 		$25.5M Buy
204,412
+4,081
+2% +$471K 0.04% 378
2024
Q2 		$23.7M Buy
200,331
+4,764
+2% +$541K 0.04% 359
2024
Q1 		$22M Buy
195,567
+738
+0.4% +$77.9K 0.04% 369
2023
Q4 		$18.2M Sell
194,829
-4,522
-2% -$399K 0.03% 407
2023
Q3 		$17.9M Sell
199,351
-2,844
-1% -$239K 0.04% 368
2023
Q2 		$15.5M Sell
202,195
-1,181
-0.6% -$79K 0.04% 394
2023
Q1 		$12.8M Sell
203,376
-1,740
-0.8% -$117K 0.03% 397
2022
Q4 		$13.1M Buy
+205,116
New +$12.2M 0.05% 327

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

Corient Private Wealth's APO Position: Q2 2026 in Review

Corient Private Wealth reduced its Apollo Global Management (APO) stake by 20% in Q2 2026, selling an estimated $7.39M and leaving 230,067 shares worth $27.2M. The position accounts for 0.04% of the portfolio, ranked #340.

Corient Private Wealth first reported a position in APO in Q4 2022 and has held it in 15 quarters since. The position peaked at $39.7M in Q4 2025. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Corient Private Wealth held 230,067 shares of Apollo Global Management worth $27.2M as of Q2 2026.
  • Corient Private Wealth sold 58,780 Apollo Global Management shares in Q2 2026, an estimated $7.39M.
  • Apollo Global Management made up 0.04% of Corient Private Wealth's portfolio in Q2 2026, its #340 holding.
  • Corient Private Wealth first reported a position in Apollo Global Management in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Apollo Global Management position peaked at $39.7M in Q4 2025.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.