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Annis Gardner Whiting Capital Advisors’s Artisan Partners APAM Stock Holding History

Annis Gardner Whiting Capital 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
2025
Q4 		– Sell
-41
Closed -$1.78K – 1216
2025
Q3 		$1.78K Hold
41
– – ﹤0.01% 899
2025
Q2 		$1.82K Buy
+41
New +$1.64K ﹤0.01% 972
2024
Q3 		– Sell
-897
Closed -$37K – 744
2024
Q2 		$37K Buy
897
+85
+10% +$3.67K 0.01% 455
2024
Q1 		$37.2K Buy
+812
New +$34.9K 0.01% 438

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's APAM Position: Q4 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Artisan Partners (APAM) in Q4 2025, closing a stake of 41 shares — an estimated $1.78K sold.

Annis Gardner Whiting Capital Advisors first reported a position in APAM in Q1 2024 and held it in 4 quarters. The position peaked at $37.2K in Q1 2024. 380 funds tracked by Wall St. Rank hold APAM as of Q4 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Artisan Partners position as of Q4 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 41 Artisan Partners shares in Q4 2025, an estimated $1.78K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Artisan Partners in Q1 2024 and held it in 4 quarters.
  • Annis Gardner Whiting Capital Advisors's Artisan Partners position peaked at $37.2K in Q1 2024.
  • 380 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.