CFO
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CVA Family Office’s Apollo Global Management APO Stock Holding History

CVA Family Office’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 		$80.5K Sell
680
-5
-0.7% -$629 0.01% 519
2026
Q1 		$76.3K Sell
685
-15
-2% -$1.86K 0.01% 515
2025
Q4 		$101K Buy
700
+142
+25% +$18.9K 0.01% 416
2025
Q3 		$74.4K Buy
558
+8
+1% +$1.13K 0.01% 475
2025
Q2 		$78K Buy
550
+16
+3% +$2.12K 0.01% 456
2025
Q1 		$73.1K Buy
534
+88
+20% +$13.5K 0.01% 443
2024
Q4 		$73.7K Buy
446
+72
+19% +$11.4K 0.01% 445
2024
Q3 		$46.7K Buy
374
+10
+3% +$1.15K 0.01% 523
2024
Q2 		$43K Sell
364
-5
-1% -$567 0.01% 524
2024
Q1 		$41.5K Buy
369
+5
+1% +$528 0.01% 525
2023
Q4 		$33.9K Buy
+364
New +$32.1K 0.01% 538
2023
Q3 		– Sell
-364
Closed -$28K – 271
2023
Q2 		$28K Hold
364
– – 0.01% 559
2023
Q1 		$23K Sell
364
-133
-27% -$8.91K 0.01% 568
2022
Q4 		$31.7K Buy
497
+142
+40% +$8.43K 0.01% 483
2022
Q3 		$17K Hold
355
– – ﹤0.01% 552
2022
Q2 		$17K Sell
355
-295
-45% -$16.1K ﹤0.01% 563
2022
Q1 		$40K Buy
650
+465
+251% +$30.6K 0.01% 439
2021
Q4 		$13K Buy
+185
New +$13.3K ﹤0.01% 597
2021
Q3 		– Sell
-190
Closed -$12K – 393
2021
Q2 		$12K Buy
190
+105
+124% +$5.82K ﹤0.01% 610
2021
Q1 		$4K Buy
+85
New +$4.14K ﹤0.01% 638

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 $3.38T AUM 44.17% 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

CVA Family Office's APO Position: Q2 2026 in Review

CVA Family Office reduced its Apollo Global Management (APO) stake by 0.73% in Q2 2026, selling an estimated $629 and leaving 680 shares worth $80.5K. The position accounts for 0.01% of the portfolio, ranked #519.

CVA Family Office first reported a position in APO in Q1 2021 and has held it in 20 quarters since. The position peaked at $101K in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • CVA Family Office held 680 shares of Apollo Global Management worth $80.5K as of Q2 2026.
  • CVA Family Office sold 5 Apollo Global Management shares in Q2 2026, an estimated $629.
  • Apollo Global Management made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #519 holding.
  • CVA Family Office first reported a position in Apollo Global Management in Q1 2021 and has held it in 20 quarters since.
  • CVA Family Office's Apollo Global Management position peaked at $101K in Q4 2025.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.