Curated Wealth Partners
APO icon

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
Q3 		$255M Sell
2,200,741
-8,762
-0.4% -$1.11M 21.02% 1
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Curated Wealth Partners's APO Position: Q3 2026 in Review

Curated Wealth Partners reduced its Apollo Global Management (APO) stake by 0.4% in Q3 2026, selling an estimated $1.11M and leaving 2,200,741 shares worth $255M. The position accounts for 21.02% of the portfolio, ranked #1.

Curated Wealth Partners first reported a position in APO in Q4 2020 and has held it in 22 quarters since. The position peaked at $367M in Q4 2024. 616 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Curated Wealth Partners held 2,200,741 shares of Apollo Global Management worth $255M as of Q3 2026.
  • Curated Wealth Partners sold 8,762 Apollo Global Management shares in Q3 2026, an estimated $1.11M.
  • Apollo Global Management made up 21.02% of Curated Wealth Partners's portfolio in Q3 2026, its #1 holding.
  • Curated Wealth Partners first reported a position in Apollo Global Management in Q4 2020 and has held it in 22 quarters since.
  • Curated Wealth Partners's Apollo Global Management position peaked at $367M in Q4 2024.
  • 616 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.