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Allworth Financial’s Artisan Partners APAM Stock Holding History

Allworth 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
2026
Q2 		$127K Buy
3,691
+600
+19% +$22.1K ﹤0.01% 1796
2026
Q1 		$112K Buy
3,091
+452
+17% +$18.5K ﹤0.01% 1764
2025
Q4 		$108K Buy
2,639
+3
+0.1% +$128 ﹤0.01% 1707
2025
Q3 		$114K Buy
2,636
+137
+5% +$6.31K ﹤0.01% 1611
2025
Q2 		$111K Buy
2,499
+2,426
+3,323% +$96.9K ﹤0.01% 1483
2025
Q1 		$2.71K Buy
73
+16
+28% +$678 ﹤0.01% 3078
2024
Q4 		$2.5K Sell
57
-525
-90% -$24K ﹤0.01% 3081
2024
Q3 		$25.2K Sell
582
-30
-5% -$1.24K ﹤0.01% 1763
2024
Q2 		$25.8K Hold
612
– – ﹤0.01% 1719
2024
Q1 		$28K Hold
612
– – ﹤0.01% 1577
2023
Q4 		$27K Buy
612
+537
+716% +$20.3K ﹤0.01% 1476
2023
Q3 		$2.81K Sell
75
-23
-23% -$892 ﹤0.01% 2378
2023
Q2 		$3.87K Buy
98
+43
+78% +$1.49K ﹤0.01% 2217
2023
Q1 		$1.76K Buy
55
+23
+72% +$772 ﹤0.01% 2457
2022
Q4 		$950 Sell
32
-7
-18% -$215 ﹤0.01% 2491
2022
Q3 		$1K Buy
39
+36
+1,200% +$1.27K ﹤0.01% 2298
2022
Q2 		$0 Sell
3
-14
-82% -$509 ﹤0.01% 2369
2022
Q1 		$1K Buy
+17
New +$691 ﹤0.01% 1870
2020
Q2 		– Sell
-216
Closed -$5K – 1167
2020
Q1 		$5K Buy
+216
New +$6.48K ﹤0.01% 855

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

Allworth Financial's APAM Position: Q2 2026 in Review

Allworth Financial increased its Artisan Partners (APAM) stake by 19% in Q2 2026, buying an estimated $22.1K and bringing the position to 3,691 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1796.

Allworth Financial first reported a position in APAM in Q1 2020 and has held it in 19 quarters since. 380 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Allworth Financial held 3,691 shares of Artisan Partners worth $127K as of Q2 2026.
  • Allworth Financial bought 600 Artisan Partners shares in Q2 2026, an estimated $22.1K.
  • Artisan Partners made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1796 holding.
  • Allworth Financial first reported a position in Artisan Partners in Q1 2020 and has held it in 19 quarters since.
  • 380 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.