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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
2024
Q2 		– Sell
-2,355,126
Closed -$265M – 149
2024
Q1 		$265M Buy
+2,355,126
New +$249M 38.91% 1

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.