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Curated Wealth Partners’s Apollo Global Management APO Stock Holding History

Curated Wealth Partners’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 		$261M Sell
2,209,503
-9,763
-0.4% -$1.23M 30.28% 1
2026
Q1 		$247M Sell
2,219,266
-5,761
-0.3% -$714K 31.16% 1
2025
Q4 		$322M Sell
2,225,027
-3,809
-0.2% -$506K 34.81% 1
2025
Q3 		$297M Sell
2,228,836
-642
-0% -$90.9K 35.93% 1
2025
Q2 		$316M Buy
2,229,478
+112
+0% +$14.9K 37.09% 1
2025
Q1 		$305M Buy
2,229,366
+6,623
+0.3% +$1.02M 39.5% 1
2024
Q4 		$367M Sell
2,222,743
-107,964
-5% -$17.1M 41.91% 1
2024
Q3 		$291M Sell
2,330,707
-31,828
-1% -$3.67M 37.24% 1
2024
Q2 		$279M Buy
+2,362,535
New +$268M 38.92% 1
2024
Q1 		– Sell
-2,399,131
Closed -$253M – 154
2023
Q4 		$224M Sell
2,399,131
-36,081
-1% -$3.19M 36.52% 1
2023
Q3 		$219M Sell
2,435,212
-48,033
-2% -$4.04M 39.82% 1
2023
Q2 		$191M Buy
2,483,245
+2
+0% +$134 37.03% 1
2023
Q1 		$157M Sell
2,483,243
-98,538
-4% -$6.6M 35.29% 1
2022
Q4 		$165M Sell
2,581,781
-24
-0% -$1.43K 39.96% 1
2022
Q3 		$120M Sell
2,581,805
-9
-0% -$494 35.26% 1
2022
Q2 		$125M Buy
+2,581,814
New +$140M 36.77% 1
2022
Q1 		– Sell
-167,661
Closed -$12.1M – 140
2021
Q4 		$12.1M Hold
167,661
– – 3.93% 4
2021
Q3 		$10.3M Hold
167,661
– – 5.76% 3
2021
Q2 		$10.4M Sell
167,661
-62
-0% -$3.44K 5.68% 3
2021
Q1 		$7.88M Buy
167,723
+3,000
+2% +$146K 4.84% 4
2020
Q4 		$8.07M Buy
+164,723
New +$7.35M 5.23% 3

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

Curated Wealth Partners's APO Position: Q2 2026 in Review

Curated Wealth Partners reduced its Apollo Global Management (APO) stake by 0.44% in Q2 2026, selling an estimated $1.23M and leaving 2,209,503 shares worth $261M. The position accounts for 30.28% of the portfolio, ranked #1.

Curated Wealth Partners first reported a position in APO in Q4 2020 and has held it in 21 quarters since. The position peaked at $367M in Q4 2024. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Curated Wealth Partners held 2,209,503 shares of Apollo Global Management worth $261M as of Q2 2026.
  • Curated Wealth Partners sold 9,763 Apollo Global Management shares in Q2 2026, an estimated $1.23M.
  • Apollo Global Management made up 30.28% of Curated Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • Curated Wealth Partners first reported a position in Apollo Global Management in Q4 2020 and has held it in 21 quarters since.
  • Curated Wealth Partners's Apollo Global Management position peaked at $367M in Q4 2024.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.