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Livermore
Livermore
ZHEN

Curated Wealth Partners LLC

SEC CIK
0001781284
Latest filing
Aug 14, 2026

APO holding history

Apollo Global Management, Inc. in every 13F filed by Curated Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APO overviewAll 13F holders of APOFull Q2 2026 holdings

Shares (Q2 2026)
2,209,503
Value
$261.4M
% of portfolio
30.3%
Quarters held
20
Since Q1 2021
Holdings of APO by Curated Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,209,503$261.4M30.3%−9,763−0.4%ReducedHolders
Q1 20262,219,266$247.3M31.2%−5,761−0.3%ReducedHolders
Q4 20252,225,027$322.1M34.8%−3,809−0.2%ReducedHolders
Q3 20252,228,836$297.0M35.9%−6420.0%ReducedHolders
Q2 20252,229,478$316.3M37.1%+1120.0%AddedHolders
Q1 20252,229,366$305.3M39.5%+6,623+0.3%AddedHolders
Q4 20242,222,743$367.1M41.9%−107,964−4.6%ReducedHolders
Q3 20242,330,707$291.1M37.2%−31,828−1.3%ReducedHolders
Q2 20242,362,535$278.9M38.9%+2,362,535NewHolders
Q1 20240$00.0%−2,399,131−100.0%Sold outHolders
Q4 20232,399,131$223.6M36.5%−36,081−1.5%ReducedHolders
Q3 20232,435,212$218.6M39.8%−48,033−1.9%ReducedHolders
Q2 20232,483,245$190.7M37.0%+20.0%AddedHolders
Q1 20232,483,243$156.8M35.3%−98,538−3.8%ReducedHolders
Q4 20222,581,781$164.7M40.0%−240.0%ReducedHolders
Q3 20222,581,805$120.1M35.3%−90.0%ReducedHolders
Q2 20222,581,814$125.2M36.8%+2,581,814NewHolders
Q1 20220$00.0%−167,661−100.0%Sold outHolders
Q4 2021167,661$12.1M3.9%00.0%UnchangedHolders
Q3 2021167,661$10.3M5.8%00.0%UnchangedHolders
Q2 2021167,661$10.4M5.7%−620.0%ReducedHolders
Q1 2021167,723$7.88M4.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.