Advisornet Financial’s Artisan Partners APAM Stock Holding History

Advisornet Financial’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
2025 Q2	–	Sell	-108	Closed	-$4.22K	–	2234
2025 Q1	$4.22K	Buy	+108	New	+$4.58K	﹤0.01%	1639
2024 Q4	–	Sell	-6	Closed	-$260	–	1978
2024 Q3	$260	Buy	+6	New	+$248	﹤0.01%	2088
2023 Q2	–	Sell	-10	Closed	-$320	–	2350
2023 Q1	$320	Buy	10 +6	+150%	+$201	﹤0.01%	2163
2022 Q4	$119	Buy	+4	New	+$123	﹤0.01%	2278
2021 Q1	–	Sell	-100	Closed	-$5K	–	1746
2020 Q4	$5K	Hold	100	–	–	﹤0.01%	1434
2020 Q3	$4K	Buy	100 +47	+89%	+$1.72K	﹤0.01%	1449
2020 Q2	$2K	Buy	53 +1	+2%	+$28	﹤0.01%	1566
2020 Q1	$1K	Buy	52 +2	+4%	+$60	﹤0.01%	1634
2019 Q4	$2K	Buy	+50	New	+$1.44K	﹤0.01%	1658
2018 Q2	–	Sell	-700	Closed	-$23K	–	1567
2018 Q1	$23K	Hold	700	–	–	﹤0.01%	893
2017 Q4	$28K	Buy	+700	New	+$26K	﹤0.01%	784

Other funds holding APAM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advisornet Financial's APAM Position: Q2 2025 in Review

Advisornet Financial sold out of Artisan Partners (APAM) in Q2 2025, closing a stake of 108 shares — an estimated $4.22K sold.

Advisornet Financial first reported a position in APAM in Q4 2017 and held it in 11 quarters. The position peaked at $28K in Q4 2017. 367 funds tracked by Wall St. Rank hold APAM as of Q2 2025.

Advisornet Financial reported no remaining Artisan Partners position as of Q2 2025 after selling out during the quarter.
Advisornet Financial sold 108 Artisan Partners shares in Q2 2025, an estimated $4.22K.
Advisornet Financial first reported a position in Artisan Partners in Q4 2017 and held it in 11 quarters.
Advisornet Financial's Artisan Partners position peaked at $28K in Q4 2017.
367 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2025.

Based on Advisornet Financial's 13F filing for Q2 2025, filed 14 Jul 2025.