Action Point Financial Planning’s Artisan Partners APAM Stock Holding History

Action Point Financial Planning’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 Q2	$1.97K	Buy	+60	New	+$2.21K	﹤0.01%	2269

Other funds holding APAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Action Point Financial Planning's APAM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Artisan Partners (APAM) in Q2 2026: 60 shares worth $1.97K. The stake represents ﹤0.01% of the portfolio and ranks #2269 among its holdings.

379 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Action Point Financial Planning held 60 shares of Artisan Partners worth $1.97K as of Q2 2026.
Artisan Partners was a new Action Point Financial Planning position in Q2 2026.
Artisan Partners made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2269 holding.
379 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.