Corient Private Wealth
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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
Q1 		$31.5M Sell
288,847
-1,009,268
-78% -$125M 0.05% 310
2025
Q4 		$79.4M Buy
1,298,115
+1,022,669
+371% +$136M 0.05% 285
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Corient Private Wealth's APO Position: Q1 2026 in Review

Corient Private Wealth reduced its Apollo Global Management (APO) stake by 78% in Q1 2026, selling an estimated $125M and leaving 288,847 shares worth $31.5M. The position accounts for 0.05% of the portfolio, ranked #310.

Corient Private Wealth first reported a position in APO in Q4 2022 and has held it in 14 quarters since. The position peaked at $79.4M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Corient Private Wealth held 288,847 shares of Apollo Global Management worth $31.5M as of Q1 2026.
  • Corient Private Wealth sold 1,009,268 Apollo Global Management shares in Q1 2026, an estimated $125M.
  • Apollo Global Management made up 0.05% of Corient Private Wealth's portfolio in Q1 2026, its #310 holding.
  • Corient Private Wealth first reported a position in Apollo Global Management in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Apollo Global Management position peaked at $79.4M in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.