Advisors Asset Management’s Artisan Partners APAM Stock Holding History

Advisors Asset Management’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	$30.3K	Buy	+877	New	+$32.3K	﹤0.01%	1334
2023 Q3	–	Sell	-2,090	Closed	-$82.2K	–	1407
2023 Q2	$82.2K	Sell	2,090 -59,426	-97%	-$2.05M	﹤0.01%	1224
2023 Q1	$1.97M	Sell	61,516 -263	-0.4%	-$8.82K	0.04%	529
2022 Q4	$1.83M	Sell	61,779 -2,092	-3%	-$64.3K	0.04%	532
2022 Q3	$1.72M	Sell	63,871 -608	-0.9%	-$21.4K	0.03%	547
2022 Q2	$2.29M	Buy	64,479 +22,561	+54%	+$821K	0.04%	468
2022 Q1	$1.65M	Buy	+41,918	New	+$1.7M	0.03%	645
2021 Q2	–	Sell	-13,061	Closed	-$681K	–	1407
2021 Q1	$681K	Sell	13,061 -21,263	-62%	-$1.09M	0.01%	941
2020 Q4	$1.73M	Sell	34,324 -1,966	-5%	-$89.3K	0.03%	615
2020 Q3	$1.41M	Sell	36,290 -100,265	-73%	-$3.68M	0.03%	597
2020 Q2	$4.44M	Sell	136,555 -122,984	-47%	-$3.41M	0.09%	228
2020 Q1	$5.58M	Sell	259,539 -6,485	-2%	-$194K	0.13%	161
2019 Q4	$8.6M	Sell	266,024 -2,176	-0.8%	-$62.8K	0.15%	158
2019 Q3	$7.57M	Buy	268,200 +24,318	+10%	+$680K	0.14%	182
2019 Q2	$6.71M	Buy	243,882 +141,662	+139%	+$3.77M	0.12%	209
2019 Q1	$2.57M	Buy	+102,220	New	+$2.5M	0.05%	453
2016 Q4	–	Sell	-2,361	Closed	-$64K	–	1846
2016 Q3	$64K	Sell	2,361 -134	-5%	-$3.66K	﹤0.01%	1615
2016 Q2	$69K	Sell	2,495 -26	-1%	-$819	﹤0.01%	1602
2016 Q1	$78K	Sell	2,521 -34	-1%	-$993	﹤0.01%	1521
2015 Q4	$92K	Buy	2,555 +1,900	+290%	+$70.2K	﹤0.01%	1577
2015 Q3	$23K	Buy	+655	New	+$28.3K	﹤0.01%	1808

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

Advisors Asset Management's APAM Position: Q2 2026 in Review

Advisors Asset Management opened a new position in Artisan Partners (APAM) in Q2 2026: 877 shares worth $30.3K. The stake represents ﹤0.01% of the portfolio and ranks #1334 among its holdings. This is a return to the name: Advisors Asset Management previously reported a position in APAM as recently as Q2 2023.

Advisors Asset Management first reported a position in APAM in Q3 2015 and has held it in 21 quarters since. The position peaked at $8.6M in Q4 2019. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Advisors Asset Management held 877 shares of Artisan Partners worth $30.3K as of Q2 2026.
Artisan Partners was a new Advisors Asset Management position in Q2 2026.
Artisan Partners made up ﹤0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1334 holding.
Advisors Asset Management first reported a position in Artisan Partners in Q3 2015 and has held it in 21 quarters since.
Advisors Asset Management's Artisan Partners position peaked at $8.6M in Q4 2019.
381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.