CFO
APO icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CVA Family Office's APO Position: Q1 2026 in Review

CVA Family Office reduced its Apollo Global Management (APO) stake by 2.1% in Q1 2026, selling an estimated $1.86K and leaving 685 shares worth $76.3K. The position accounts for 0.01% of the portfolio, ranked #515.

CVA Family Office first reported a position in APO in Q1 2021 and has held it in 19 quarters since. The position peaked at $101K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • CVA Family Office held 685 shares of Apollo Global Management worth $76.3K as of Q1 2026.
  • CVA Family Office sold 15 Apollo Global Management shares in Q1 2026, an estimated $1.86K.
  • Apollo Global Management made up 0.01% of CVA Family Office's portfolio in Q1 2026, its #515 holding.
  • CVA Family Office first reported a position in Apollo Global Management in Q1 2021 and has held it in 19 quarters since.
  • CVA Family Office's Apollo Global Management position peaked at $101K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.