Curio Wealth’s Apollo Global Management APO Stock Holding History

Curio Wealth’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	–	Sell	-3	Closed	-$334	–	142
2026 Q1	$334	Buy	+3	New	+$372	﹤0.01%	607

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Curio Wealth's APO Position: Q2 2026 in Review

Curio Wealth sold out of Apollo Global Management (APO) in Q2 2026, closing a stake of 3 shares — an estimated $334 sold.

Curio Wealth first reported a position in APO in Q1 2026 and held it in 1 quarter. The position peaked at $334 in Q1 2026. 1,178 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Curio Wealth reported no remaining Apollo Global Management position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 3 Apollo Global Management shares in Q2 2026, an estimated $334.
Curio Wealth first reported a position in Apollo Global Management in Q1 2026 and held it in 1 quarter.
Curio Wealth's Apollo Global Management position peaked at $334 in Q1 2026.
1,178 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.