Iconiq Capital’s Apollo Global Management APO Stock Holding History

Iconiq Capital’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
2025 Q3	–	Sell	-3,351	Closed	-$475K	–	117
2025 Q2	$475K	Buy	3,351 +1,502	+81%	+$199K	0.01%	198
2025 Q1	$253K	Buy	1,849 +230	+14%	+$35.4K	﹤0.01%	309
2024 Q4	$267K	Buy	+1,619	New	+$256K	﹤0.01%	261
2019 Q4	–	Sell	-80,026	Closed	-$3.03M	–	53
2019 Q3	$3.03M	Sell	80,026 -7,500	-9%	-$273K	0.12%	29
2019 Q2	$3M	Sell	87,526 -14,740	-14%	-$468K	0.19%	21
2019 Q1	$2.89M	Hold	102,266	–	–	0.31%	21
2018 Q4	$2.51M	Hold	102,266	–	–	0.35%	22
2018 Q3	$3.53M	Hold	102,266	–	–	0.37%	22
2018 Q2	$3.26M	Hold	102,266	–	–	0.4%	22
2018 Q1	$3.03M	Buy	102,266 +13,866	+16%	+$466K	0.34%	24
2017 Q4	$2.96M	Hold	88,400	–	–	0.31%	25
2017 Q3	$2.66M	Hold	88,400	–	–	0.27%	23
2017 Q2	$2.34M	Hold	88,400	–	–	0.23%	21
2017 Q1	$2.15M	Hold	88,400	–	–	0.24%	20
2016 Q4	$1.71M	Buy	88,400 +36,200	+69%	+$684K	0.2%	20
2016 Q3	$938K	Hold	52,200	–	–	0.19%	20
2016 Q2	$791K	Hold	52,200	–	–	0.17%	23
2016 Q1	$894K	Buy	+52,200	New	+$783K	0.17%	20

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Iconiq Capital's APO Position: Q3 2025 in Review

Iconiq Capital sold out of Apollo Global Management (APO) in Q3 2025, closing a stake of 3,351 shares — an estimated $475K sold.

Iconiq Capital first reported a position in APO in Q1 2016 and held it in 18 quarters. The position peaked at $3.53M in Q3 2018. 1,137 funds tracked by Wall St. Rank hold APO as of Q3 2025.

Iconiq Capital reported no remaining Apollo Global Management position as of Q3 2025 after selling out during the quarter.
Iconiq Capital sold 3,351 Apollo Global Management shares in Q3 2025, an estimated $475K.
Iconiq Capital first reported a position in Apollo Global Management in Q1 2016 and held it in 18 quarters.
Iconiq Capital's Apollo Global Management position peaked at $3.53M in Q3 2018.
1,137 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2025.

Based on Iconiq Capital's 13F filing for Q3 2025, filed 14 Nov 2025.