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Apollon Wealth Management’s Artisan Partners APAM Stock Holding History

Apollon Wealth Management’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 		– Sell
-8,502
Closed -$309K – 1589
2026
Q1 		$309K Buy
8,502
+75
+0.9% +$3.07K 0.01% 1095
2025
Q4 		$343K Sell
8,427
-145
-2% -$6.19K 0.01% 1002
2025
Q3 		$372K Sell
8,572
-229
-3% -$10.6K 0.01% 956
2025
Q2 		$390K Buy
8,801
+595
+7% +$23.8K 0.01% 898
2025
Q1 		$321K Sell
8,206
-138
-2% -$5.85K 0.01% 934
2024
Q4 		$359K Buy
8,344
+117
+1% +$5.34K 0.01% 876
2024
Q3 		$356K Sell
8,227
-703
-8% -$29K 0.01% 852
2024
Q2 		$369K Sell
8,930
-3,148
-26% -$136K 0.01% 789
2024
Q1 		$553K Sell
12,078
-273
-2% -$11.7K 0.02% 657
2023
Q4 		$546K Buy
+12,351
New +$466K 0.02% 626

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

Apollon Wealth Management's APAM Position: Q2 2026 in Review

Apollon Wealth Management sold out of Artisan Partners (APAM) in Q2 2026, closing a stake of 8,502 shares — an estimated $309K sold.

Apollon Wealth Management first reported a position in APAM in Q4 2023 and held it in 10 quarters. The position peaked at $553K in Q1 2024. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Apollon Wealth Management reported no remaining Artisan Partners position as of Q2 2026 after selling out during the quarter.
  • Apollon Wealth Management sold 8,502 Artisan Partners shares in Q2 2026, an estimated $309K.
  • Apollon Wealth Management first reported a position in Artisan Partners in Q4 2023 and held it in 10 quarters.
  • Apollon Wealth Management's Artisan Partners position peaked at $553K in Q1 2024.
  • 382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.