ALPS Advisors
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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
Q3 		$4.85M Sell
134,335
-15,685
-10% -$620K 0.02% 276
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

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Optimist Retirement Group
Optimist Retirement Group Bellevue, Washington $246M AUM 28.58% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

ALPS Advisors's APAM Position: Q3 2026 in Review

ALPS Advisors reduced its Artisan Partners (APAM) stake by 10% in Q3 2026, selling an estimated $620K and leaving 134,335 shares worth $4.85M. The position accounts for 0.02% of the portfolio, ranked #276.

ALPS Advisors first reported a position in APAM in Q1 2020 and has held it in 27 quarters since. The position peaked at $8.47M in Q2 2025. 122 funds tracked by Wall St. Rank hold APAM as of Q3 2026.

  • ALPS Advisors held 134,335 shares of Artisan Partners worth $4.85M as of Q3 2026.
  • ALPS Advisors sold 15,685 Artisan Partners shares in Q3 2026, an estimated $620K.
  • Artisan Partners made up 0.02% of ALPS Advisors's portfolio in Q3 2026, its #276 holding.
  • ALPS Advisors first reported a position in Artisan Partners in Q1 2020 and has held it in 27 quarters since.
  • ALPS Advisors's Artisan Partners position peaked at $8.47M in Q2 2025.
  • 122 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2026.

Based on ALPS Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.