Atria Investments’s Artisan Partners APAM Stock Holding History

Atria Investments’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 Q1	$637K	Sell	17,498 -1,725	-9%	-$70.5K	0.01%	1314
2025 Q4	$783K	Sell	19,223 -1,331	-6%	-$56.8K	0.01%	1197
2025 Q3	$892K	Sell	20,554 -520	-2%	-$24K	0.01%	1114
2025 Q2	$934K	Buy	21,074 +698	+3%	+$27.9K	0.01%	1071
2025 Q1	$797K	Buy	20,376 +326	+2%	+$13.8K	0.01%	1109
2024 Q4	$863K	Buy	20,050 +2,057	+11%	+$94K	0.01%	1056
2024 Q3	$779K	Buy	17,993 +1,023	+6%	+$42.2K	0.01%	1105
2024 Q2	$700K	Buy	+16,970	New	+$732K	0.01%	1129
2018 Q4	–	Sell	-9,736	Closed	-$320K	–	880
2018 Q3	$320K	Buy	9,736 +1,104	+13%	+$36K	0.01%	751
2018 Q2	$260K	Buy	8,632 +2,543	+42%	+$82.6K	0.01%	781
2018 Q1	$203K	Sell	6,089 -50	-0.8%	-$1.8K	0.01%	816
2017 Q4	$242K	Buy	+6,139	New	+$228K	0.01%	724

Other funds holding APAM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return