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Ameritas Advisory Services’s Artisan Partners APAM Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-15
Closed -$651 – 973
2025
Q3 		$651 Hold
15
– – ﹤0.01% 2082
2025
Q2 		$665 Buy
+15
New +$599 ﹤0.01% 2674
2023
Q2 		– Sell
-616
Closed -$21.6K – 640
2023
Q1 		$21.6K Buy
+616
New +$20.7K ﹤0.01% 1600

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Ameritas Advisory Services's APAM Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Artisan Partners (APAM) in Q4 2025, closing a stake of 15 shares — an estimated $651 sold.

Ameritas Advisory Services first reported a position in APAM in Q1 2023 and held it in 3 quarters. The position peaked at $21.6K in Q1 2023. 380 funds tracked by Wall St. Rank hold APAM as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Artisan Partners position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 15 Artisan Partners shares in Q4 2025, an estimated $651.
  • Ameritas Advisory Services first reported a position in Artisan Partners in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Artisan Partners position peaked at $21.6K in Q1 2023.
  • 380 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.