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AE Wealth Management’s Artisan Partners APAM Stock Holding History

AE Wealth 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
Q1 		– Sell
-5,144
Closed -$210K – 2595
2025
Q4 		$210K Sell
5,144
-1,553
-23% -$66.3K ﹤0.01% 1502
2025
Q3 		$291K Buy
6,697
+857
+15% +$39.5K ﹤0.01% 1192
2025
Q2 		$259K Buy
5,840
+454
+8% +$18.1K ﹤0.01% 1182
2025
Q1 		$211K Buy
+5,386
New +$228K ﹤0.01% 1258
2021
Q4 		– Sell
-4,559
Closed -$223K – 1690
2021
Q3 		$223K Buy
+4,559
New +$230K ﹤0.01% 1490

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

AE Wealth Management's APAM Position: Q1 2026 in Review

AE Wealth Management sold out of Artisan Partners (APAM) in Q1 2026, closing a stake of 5,144 shares — an estimated $210K sold.

AE Wealth Management first reported a position in APAM in Q3 2021 and held it in 5 quarters. The position peaked at $291K in Q3 2025. 384 funds tracked by Wall St. Rank hold APAM as of Q1 2026.

  • AE Wealth Management reported no remaining Artisan Partners position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 5,144 Artisan Partners shares in Q1 2026, an estimated $210K.
  • AE Wealth Management first reported a position in Artisan Partners in Q3 2021 and held it in 5 quarters.
  • AE Wealth Management's Artisan Partners position peaked at $291K in Q3 2025.
  • 384 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.