Ausdal Financial Partners’s Artisan Partners APAM Stock Holding History

Ausdal Financial Partners’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	$243K	Sell	7,043 -66	-0.9%	-$2.43K	0.01%	906
2026 Q1	$259K	Sell	7,109 -94	-1%	-$3.84K	0.01%	843
2025 Q4	$293K	Sell	7,203 -503	-7%	-$21.5K	0.01%	740
2025 Q3	$334K	Buy	7,706 +342	+5%	+$15.8K	0.02%	685
2025 Q2	$326K	Sell	7,364 -32	-0.4%	-$1.28K	0.02%	532
2025 Q1	$289K	Sell	7,396 -110	-1%	-$4.66K	0.02%	504
2024 Q4	$323K	Hold	7,506	–	–	0.03%	438
2024 Q3	$325K	Buy	7,506 +56	+0.8%	+$2.31K	0.03%	396
2024 Q2	$307K	Hold	7,450	–	–	0.03%	385
2024 Q1	$341K	Hold	7,450	–	–	0.04%	347
2023 Q4	$329K	Hold	7,450	–	–	0.04%	331
2023 Q3	$279K	Hold	7,450	–	–	0.04%	352
2023 Q2	$293K	Hold	7,450	–	–	0.04%	333
2023 Q1	$238K	Hold	7,450	–	–	0.03%	386
2022 Q4	$221K	Hold	7,450	–	–	0.03%	400
2022 Q3	$201K	Hold	7,450	–	–	0.03%	408
2022 Q2	$265K	Sell	7,450 -1,000	-12%	-$36.4K	0.04%	366
2022 Q1	$333K	Buy	+8,450	New	+$343K	0.05%	348
2021 Q3	–	Sell	-4,000	Closed	-$203K	–	478
2021 Q2	$203K	Hold	4,000	–	–	0.03%	433
2021 Q1	$209K	Hold	4,000	–	–	0.04%	410
2020 Q4	$201K	Buy	+4,000	New	+$182K	0.04%	391
2018 Q1	–	Sell	-5,200	Closed	-$205K	–	361
2017 Q4	$205K	Buy	+5,200	New	+$193K	0.07%	331
2016 Q1	–	Sell	-5,850	Closed	-$211K	–	273
2015 Q4	$211K	Buy	+5,850	New	+$216K	0.11%	198

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 $3.37T AUM 44.26% 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

Ausdal Financial Partners's APAM Position: Q2 2026 in Review

Ausdal Financial Partners reduced its Artisan Partners (APAM) stake by 0.93% in Q2 2026, selling an estimated $2.43K and leaving 7,043 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #906.

Ausdal Financial Partners first reported a position in APAM in Q4 2015 and has held it in 23 quarters since. The position peaked at $341K in Q1 2024. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Ausdal Financial Partners held 7,043 shares of Artisan Partners worth $243K as of Q2 2026.
Ausdal Financial Partners sold 66 Artisan Partners shares in Q2 2026, an estimated $2.43K.
Artisan Partners made up 0.01% of Ausdal Financial Partners's portfolio in Q2 2026, its #906 holding.
Ausdal Financial Partners first reported a position in Artisan Partners in Q4 2015 and has held it in 23 quarters since.
Ausdal Financial Partners's Artisan Partners position peaked at $341K in Q1 2024.
381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.