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SVB Wealth’s Apollo Global Management APO Stock Holding History

SVB 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
2025
Q2 		– Sell
-1,107
Closed -$152K – 528
2025
Q1 		$152K Sell
1,107
-4,439
-80% -$683K 0.01% 343
2024
Q4 		$916K Buy
+5,546
New +$879K 0.02% 338
2024
Q3 		– Sell
-5,525
Closed -$652K – 54
2024
Q2 		$652K Sell
5,525
-63
-1% -$7.15K 0.02% 384
2024
Q1 		$628K Buy
+5,588
New +$590K 0.01% 424
2023
Q4 		– Sell
-5,647
Closed -$507K – 881
2023
Q3 		$507K Buy
5,647
+171
+3% +$14.4K 0.01% 454
2023
Q2 		$421K Buy
5,476
+136
+3% +$9.09K 0.01% 535
2023
Q1 		$337K Buy
5,340
+81
+2% +$5.42K ﹤0.01% 676
2022
Q4 		$335K Buy
+5,259
New +$312K ﹤0.01% 699
2021
Q4 		– Sell
-24,565
Closed -$1.51M – 815
2021
Q3 		$1.51M Hold
24,565
– – 0.02% 305
2021
Q2 		$1.53M Hold
24,565
– – 0.02% 302
2021
Q1 		$1.16M Buy
24,565
+9,315
+61% +$453K 0.02% 326
2020
Q4 		$747K Sell
15,250
-1,013
-6% -$45.2K 0.01% 385
2020
Q3 		$728K Buy
16,263
+829
+5% +$39.9K 0.01% 346
2020
Q2 		$770K Buy
+15,434
New +$677K 0.01% 305
2020
Q1 		– Sell
-8,807
Closed -$420K – 595
2019
Q4 		$420K Buy
+8,807
New +$376K 0.01% 441

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

SVB Wealth's APO Position: Q2 2025 in Review

SVB Wealth sold out of Apollo Global Management (APO) in Q2 2025, closing a stake of 1,107 shares — an estimated $152K sold.

SVB Wealth first reported a position in APO in Q4 2019 and held it in 15 quarters. The position peaked at $1.53M in Q2 2021. 1,142 funds tracked by Wall St. Rank hold APO as of Q2 2025.

  • SVB Wealth reported no remaining Apollo Global Management position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 1,107 Apollo Global Management shares in Q2 2025, an estimated $152K.
  • SVB Wealth first reported a position in Apollo Global Management in Q4 2019 and held it in 15 quarters.
  • SVB Wealth's Apollo Global Management position peaked at $1.53M in Q2 2021.
  • 1,142 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.