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Algert Global’s Artisan Partners APAM Stock Holding History

Algert Global’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 		$4.56M Buy
+132,190
New +$4.86M 0.05% 565
2025
Q1 		– Sell
-13,293
Closed -$572K – 1173
2024
Q4 		$572K Buy
13,293
+6,346
+91% +$290K 0.01% 880
2024
Q3 		$301K Hold
6,947
– – 0.01% 998
2024
Q2 		$287K Buy
+6,947
New +$300K 0.01% 1138
2022
Q2 		– Sell
-30,440
Closed -$1.2M – 1202
2022
Q1 		$1.2M Sell
30,440
-17,984
-37% -$731K 0.08% 443
2021
Q4 		$2.31M Buy
48,424
+37,486
+343% +$1.8M 0.29% 46
2021
Q3 		$535K Buy
+10,938
New +$552K 0.07% 513

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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
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

Algert Global's APAM Position: Q2 2026 in Review

Algert Global opened a new position in Artisan Partners (APAM) in Q2 2026: 132,190 shares worth $4.56M. The stake represents 0.05% of the portfolio and ranks #565 among its holdings. This is a return to the name: Algert Global previously reported a position in APAM as recently as Q4 2024.

Algert Global first reported a position in APAM in Q3 2021 and has held it in 7 quarters since. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Algert Global held 132,190 shares of Artisan Partners worth $4.56M as of Q2 2026.
  • Artisan Partners was a new Algert Global position in Q2 2026.
  • Artisan Partners made up 0.05% of Algert Global's portfolio in Q2 2026, its #565 holding.
  • Algert Global first reported a position in Artisan Partners in Q3 2021 and has held it in 7 quarters since.
  • 382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.