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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

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.