Superior Planning, LLC’s Artisan Partners APAM Stock Holding History

Superior Planning, LLC’s Portfolio APAM Stock Details APAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$18.1K	Buy	+500	New	+$19.8K	0.01%	731

Other funds holding APAM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Superior Planning, LLC's APAM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Artisan Partners (APAM) in Q3 2026: 500 shares worth $18.1K. The stake represents 0.01% of the portfolio and ranks #731 among its holdings.

252 funds tracked by Wall St. Rank hold APAM as of Q3 2026.

Superior Planning, LLC held 500 shares of Artisan Partners worth $18.1K as of Q3 2026.
Artisan Partners was a new Superior Planning, LLC position in Q3 2026.
Artisan Partners made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #731 holding.
252 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.