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Ariadne Wealth Management’s Artisan Partners APAM Stock Holding History

Ariadne 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
-8,459
Closed -$308K – 257
2026
Q1 		$308K Hold
8,459
– – 0.14% 163
2025
Q4 		$371K Buy
8,459
+2
+0% +$85 0.15% 144
2025
Q3 		$368K Sell
8,457
-65
-0.8% -$3K 0.16% 133
2025
Q2 		$412K Sell
8,522
-129
-1% -$5.16K 0.2% 110
2025
Q1 		$353K Buy
8,651
+1,601
+23% +$67.8K 0.18% 122
2024
Q4 		$314K Buy
7,050
+2,131
+43% +$97.3K 0.14% 140
2024
Q3 		$237K Buy
+4,919
New +$203K 0.13% 167

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

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

Ariadne Wealth Management sold out of Artisan Partners (APAM) in Q2 2026, closing a stake of 8,459 shares — an estimated $308K sold.

Ariadne Wealth Management first reported a position in APAM in Q3 2024 and held it in 7 quarters. The position peaked at $412K in Q2 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Ariadne Wealth Management reported no remaining Artisan Partners position as of Q2 2026 after selling out during the quarter.
  • Ariadne Wealth Management sold 8,459 Artisan Partners shares in Q2 2026, an estimated $308K.
  • Ariadne Wealth Management first reported a position in Artisan Partners in Q3 2024 and held it in 7 quarters.
  • Ariadne Wealth Management's Artisan Partners position peaked at $412K in Q2 2025.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.