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ALPS Advisors’s Artisan Partners APAM Stock Holding History

ALPS Advisors’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 		$5.18M Buy
150,020
+4,197
+3% +$154K 0.02% 275
2026
Q1 		$5.31M Sell
145,823
-2,335
-2% -$95.5K 0.03% 241
2025
Q4 		$6.04M Sell
148,158
-8,970
-6% -$383K 0.04% 226
2025
Q3 		$6.82M Sell
157,128
-33,982
-18% -$1.57M 0.04% 213
2025
Q2 		$8.47M Sell
191,110
-1,187
-0.6% -$47.4K 0.05% 181
2025
Q1 		$7.52M Buy
192,297
+22,066
+13% +$935K 0.04% 184
2024
Q4 		$7.33M Buy
170,231
+25,756
+18% +$1.18M 0.05% 182
2024
Q3 		$6.26M Buy
144,475
+45,228
+46% +$1.87M 0.04% 208
2024
Q2 		$4.1M Buy
99,247
+12,567
+14% +$542K 0.03% 247
2024
Q1 		$3.97M Buy
86,680
+19,657
+29% +$844K 0.03% 257
2023
Q4 		$2.96M Buy
67,023
+9,408
+16% +$355K 0.02% 283
2023
Q3 		$2.16M Sell
57,615
-26,730
-32% -$1.04M 0.02% 307
2023
Q2 		$3.32M Buy
84,345
+16,944
+25% +$585K 0.03% 233
2023
Q1 		$2.16M Buy
67,401
+657
+1% +$22K 0.02% 275
2022
Q4 		$1.98M Sell
66,744
-2,922
-4% -$89.8K 0.02% 298
2022
Q3 		$1.88M Sell
69,666
-381
-0.5% -$13.4K 0.02% 322
2022
Q2 		$2.49M Buy
70,047
+54,759
+358% +$1.99M 0.02% 273
2022
Q1 		$602K Sell
15,288
-9,264
-38% -$376K 0.01% 405
2021
Q4 		$1.17M Sell
24,552
-239
-1% -$11.5K 0.01% 340
2021
Q3 		$1.21M Buy
24,791
+609
+3% +$30.7K 0.01% 370
2021
Q2 		$1.23M Sell
24,182
-915
-4% -$48.1K 0.01% 380
2021
Q1 		$1.31M Sell
25,097
-2,962
-11% -$151K 0.01% 369
2020
Q4 		$1.41M Sell
28,059
-1,357
-5% -$61.7K 0.02% 356
2020
Q3 		$1.15M Buy
29,416
+19,387
+193% +$711K 0.02% 335
2020
Q2 		$326K Sell
10,029
-1,116
-10% -$30.9K ﹤0.01% 531
2020
Q1 		$240K Buy
+11,145
New +$334K ﹤0.01% 605

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

ALPS Advisors's APAM Position: Q2 2026 in Review

ALPS Advisors increased its Artisan Partners (APAM) stake by 2.9% in Q2 2026, buying an estimated $154K and bringing the position to 150,020 shares worth $5.18M. The position accounts for 0.02% of the portfolio, ranked #275.

ALPS Advisors first reported a position in APAM in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.47M in Q2 2025. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • ALPS Advisors held 150,020 shares of Artisan Partners worth $5.18M as of Q2 2026.
  • ALPS Advisors bought 4,197 Artisan Partners shares in Q2 2026, an estimated $154K.
  • Artisan Partners made up 0.02% of ALPS Advisors's portfolio in Q2 2026, its #275 holding.
  • ALPS Advisors first reported a position in Artisan Partners in Q1 2020 and has held it in 26 quarters since.
  • ALPS Advisors's Artisan Partners position peaked at $8.47M in Q2 2025.
  • 382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.