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 Q2	$554K	Sell	16,045 -1,453	-8%	-$53.4K	0.01%	1465
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 $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Atria Investments's APAM Position: Q2 2026 in Review

Atria Investments reduced its Artisan Partners (APAM) stake by 8.3% in Q2 2026, selling an estimated $53.4K and leaving 16,045 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #1465.

Atria Investments first reported a position in APAM in Q4 2017 and has held it in 13 quarters since. The position peaked at $934K in Q2 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Atria Investments held 16,045 shares of Artisan Partners worth $554K as of Q2 2026.
Atria Investments sold 1,453 Artisan Partners shares in Q2 2026, an estimated $53.4K.
Artisan Partners made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1465 holding.
Atria Investments first reported a position in Artisan Partners in Q4 2017 and has held it in 13 quarters since.
Atria Investments's Artisan Partners position peaked at $934K in Q2 2025.
381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.