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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 		$4.39M Sell
1,149,944
-1,069,322
-48% -$134M 0.57% 28
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

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 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 48% in Q2 2026, selling an estimated $134M and leaving 1,149,944 shares worth $4.39M. The position accounts for 0.57% of the portfolio, ranked #28.

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. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Curated Wealth Partners held 1,149,944 shares of Apollo Global Management worth $4.39M as of Q2 2026.
  • Curated Wealth Partners sold 1,069,322 Apollo Global Management shares in Q2 2026, an estimated $134M.
  • Apollo Global Management made up 0.57% of Curated Wealth Partners's portfolio in Q2 2026, its #28 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.
  • 286 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.