Vontobel Holding
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Vontobel Holding’s Apollo Global Management APO Stock Holding History

Vontobel Holding’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
Q3 		$1.12M Sell
9,610
-4,390
-31% -$557K ﹤0.01% 777
2026
Q2 		$1.66M Sell
14,000
-6,263
-31% -$788K 0.01% 678
2026
Q1 		$2.26M Buy
20,263
+7,906
+64% +$980K 0.01% 507
2025
Q4 		$1.79M Sell
12,357
-18,974
-61% -$2.52M 0.01% 611
2025
Q3 		$4.18M Sell
31,331
-2,577
-8% -$365K 0.01% 414
2025
Q2 		$4.81M Buy
33,908
+16,627
+96% +$2.2M 0.02% 360
2025
Q1 		$2.37M Buy
17,281
+7,664
+80% +$1.18M 0.01% 421
2024
Q4 		$1.59M Buy
9,617
+2,699
+39% +$428K 0.01% 481
2024
Q3 		$864K Sell
6,918
-12,633
-65% -$1.46M ﹤0.01% 627
2024
Q2 		$2.31M Sell
19,551
-297
-1% -$33.7K 0.01% 401
2024
Q1 		$2.23M Buy
19,848
+1,033
+5% +$109K 0.02% 423
2023
Q4 		$1.75M Buy
18,815
+1,146
+6% +$101K 0.01% 456
2023
Q3 		$1.59M Buy
17,669
+12,000
+212% +$1.01M 0.01% 477
2023
Q2 		$435K Sell
5,669
-538
-9% -$36K ﹤0.01% 825
2023
Q1 		$392K Hold
6,207
– – ﹤0.01% 823
2022
Q4 		$388K Buy
+6,207
New +$369K ﹤0.01% 825
2021
Q4 		– Sell
-5,027
Closed -$310K – 1049
2021
Q3 		$310K Buy
+5,027
New +$302K ﹤0.01% 931
2021
Q1 		– Sell
-4,871
Closed -$248K – 988
2020
Q4 		$248K Buy
+4,871
New +$217K ﹤0.01% 849

Other funds holding APO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
National Philanthropic Trust
National Philanthropic Trust Jenkintown, Pennsylvania $7.05B AUM 11.49% 1-Year Est. Return

Vontobel Holding's APO Position: Q3 2026 in Review

Vontobel Holding reduced its Apollo Global Management (APO) stake by 31% in Q3 2026, selling an estimated $557K and leaving 9,610 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Vontobel Holding first reported a position in APO in Q4 2020 and has held it in 18 quarters since. The position peaked at $4.81M in Q2 2025. 949 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Vontobel Holding held 9,610 shares of Apollo Global Management worth $1.12M as of Q3 2026.
  • Vontobel Holding sold 4,390 Apollo Global Management shares in Q3 2026, an estimated $557K.
  • Apollo Global Management made up ﹤0.01% of Vontobel Holding's portfolio in Q3 2026, its #777 holding.
  • Vontobel Holding first reported a position in Apollo Global Management in Q4 2020 and has held it in 18 quarters since.
  • Vontobel Holding's Apollo Global Management position peaked at $4.81M in Q2 2025.
  • 949 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.