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Arete Wealth Advisors’s Artisan Partners APAM Stock Holding History

Arete Wealth 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
Q2 		– Sell
-6,750
Closed -$264K – 724
2025
Q1 		$264K Sell
6,750
-500
-7% -$21.2K 0.02% 582
2024
Q4 		$312K Buy
+7,250
New +$331K 0.02% 541

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arete Wealth Advisors's APAM Position: Q2 2025 in Review

Arete Wealth Advisors sold out of Artisan Partners (APAM) in Q2 2025, closing a stake of 6,750 shares — an estimated $264K sold.

Arete Wealth Advisors first reported a position in APAM in Q4 2024 and held it in 2 quarters. The position peaked at $312K in Q4 2024. 367 funds tracked by Wall St. Rank hold APAM as of Q2 2025.

  • Arete Wealth Advisors reported no remaining Artisan Partners position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 6,750 Artisan Partners shares in Q2 2025, an estimated $264K.
  • Arete Wealth Advisors first reported a position in Artisan Partners in Q4 2024 and held it in 2 quarters.
  • Arete Wealth Advisors's Artisan Partners position peaked at $312K in Q4 2024.
  • 367 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.