AssetMark Inc
APAM icon

AssetMark Inc’s Artisan Partners APAM Stock Holding History

AssetMark Inc’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 		$4.14K Hold
120
– – ﹤0.01% 2754
2026
Q1 		$4.37K Buy
120
+98
+445% +$4.01K ﹤0.01% 2611
2025
Q4 		$896 Hold
22
– – ﹤0.01% 2965
2025
Q3 		$955 Sell
22
-7
-24% -$323 ﹤0.01% 2791
2025
Q2 		$1.29K Buy
+29
New +$1.16K ﹤0.01% 2554
2023
Q4 		– Sell
-5
Closed -$187 – 1843
2023
Q3 		$187 Buy
+5
New +$194 ﹤0.01% 1632
2019
Q1 		– Sell
-1,999
Closed -$44K – 1336
2018
Q4 		$44K Sell
1,999
-187
-9% -$4.99K ﹤0.01% 715
2018
Q3 		$71K Buy
2,186
+48
+2% +$1.56K ﹤0.01% 665
2018
Q2 		$64K Buy
2,138
+1,850
+642% +$60.1K ﹤0.01% 665
2018
Q1 		$10K Sell
288
-1,457
-83% -$52.6K ﹤0.01% 1037
2017
Q4 		$69K Buy
1,745
+1,680
+2,585% +$62.3K ﹤0.01% 697
2017
Q3 		$2K Buy
65
+1
+2% +$31 ﹤0.01% 1254
2017
Q2 		$2K Hold
64
– – ﹤0.01% 1210
2017
Q1 		$2K Hold
64
– – ﹤0.01% 1121
2016
Q4 		$2K Sell
64
-23
-26% -$656 ﹤0.01% 1122
2016
Q3 		$2K Buy
87
+6
+7% +$164 ﹤0.01% 1113
2016
Q2 		$2K Hold
81
– – ﹤0.01% 1088
2016
Q1 		$3K Buy
81
+32
+65% +$935 ﹤0.01% 1025
2015
Q4 		$2K Buy
49
+45
+1,125% +$1.66K ﹤0.01% 1071
2015
Q3 		$0 Buy
+4
New +$173 ﹤0.01% 717

Other funds holding APAM

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

AssetMark Inc's APAM Position: Q2 2026 in Review

AssetMark Inc held its Artisan Partners (APAM) position steady in Q2 2026 at 120 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #2754.

AssetMark Inc first reported a position in APAM in Q3 2015 and has held it in 20 quarters since. The position peaked at $71K in Q3 2018. 128 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • AssetMark Inc held 120 shares of Artisan Partners worth $4.14K as of Q2 2026.
  • AssetMark Inc left its Artisan Partners share count unchanged in Q2 2026.
  • Artisan Partners made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2754 holding.
  • AssetMark Inc first reported a position in Artisan Partners in Q3 2015 and has held it in 20 quarters since.
  • AssetMark Inc's Artisan Partners position peaked at $71K in Q3 2018.
  • 128 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.