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Vivaldi Capital Management’s Apollo Global Management APO Stock Holding History

Vivaldi Capital Management’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 		– Sell
-3,405
Closed -$379K – 18
2026
Q1 		$379K Sell
3,405
-41
-1% -$5.08K 0.05% 191
2025
Q4 		$499K Buy
3,446
+10
+0.3% +$1.33K 0.07% 164
2025
Q3 		$458K Buy
3,436
+26
+0.8% +$3.68K 0.06% 167
2025
Q2 		$484K Buy
3,410
+7
+0.2% +$928 0.07% 161
2025
Q1 		$466K Buy
3,403
+21
+0.6% +$3.23K 0.08% 150
2024
Q4 		$566K Buy
3,382
+71
+2% +$11.2K 0.09% 135
2024
Q3 		$414K Sell
3,311
-11
-0.3% -$1.27K 0.12% 126
2024
Q2 		$392K Buy
3,322
+18
+0.5% +$2.04K 0.11% 141
2024
Q1 		$370K Buy
3,304
+2
+0.1% +$211 0.11% 148
2023
Q4 		$363K Buy
3,302
+48
+1% +$4.24K 0.11% 149
2023
Q3 		$292K Buy
3,254
+22
+0.7% +$1.85K 0.1% 149
2023
Q2 		$248K Hold
3,232
– – 0.08% 165
2023
Q1 		$204K Sell
3,232
-4,537
-58% -$304K 0.06% 186
2022
Q4 		$507K Hold
7,769
– – 0.13% 135
2022
Q3 		$379K Hold
7,769
– – 0.1% 141
2022
Q2 		$377K Hold
7,769
– – 0.1% 146
2022
Q1 		$421K Buy
+7,769
New +$511K 0.11% 141

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

Vivaldi Capital Management's APO Position: Q2 2026 in Review

Vivaldi Capital Management sold out of Apollo Global Management (APO) in Q2 2026, closing a stake of 3,405 shares — an estimated $379K sold.

Vivaldi Capital Management first reported a position in APO in Q1 2022 and held it in 17 quarters. The position peaked at $566K in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Vivaldi Capital Management reported no remaining Apollo Global Management position as of Q2 2026 after selling out during the quarter.
  • Vivaldi Capital Management sold 3,405 Apollo Global Management shares in Q2 2026, an estimated $379K.
  • Vivaldi Capital Management first reported a position in Apollo Global Management in Q1 2022 and held it in 17 quarters.
  • Vivaldi Capital Management's Apollo Global Management position peaked at $566K in Q4 2024.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Vivaldi Capital Management's 13F filing for Q2 2026.