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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 $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return