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Aviance Capital Partners’s Artisan Partners APAM Stock Holding History

Aviance Capital 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 		$1.15M Sell
33,170
-394
-1% -$14.5K 0.12% 157
2026
Q1 		$1.22M Buy
33,564
+405
+1% +$16.6K 0.14% 133
2025
Q4 		$1.35M Buy
33,159
+893
+3% +$38.1K 0.16% 123
2025
Q3 		$1.4M Sell
32,266
-94
-0.3% -$4.33K 0.17% 121
2025
Q2 		$1.43M Sell
32,360
-865
-3% -$34.6K 0.19% 123
2025
Q1 		$1.3M Sell
33,225
-288
-0.9% -$12.2K 0.18% 124
2024
Q4 		$1.44M Buy
33,513
+2,098
+7% +$95.8K 0.2% 117
2024
Q3 		$1.36M Buy
31,415
+286
+0.9% +$11.8K 0.18% 132
2024
Q2 		$1.28M Buy
31,129
+1,261
+4% +$54.4K 0.18% 124
2024
Q1 		$1.37M Buy
29,868
+691
+2% +$29.7K 0.2% 116
2023
Q4 		$1.29M Sell
29,177
-9,198
-24% -$347K 0.28% 95
2023
Q3 		$1.44M Sell
38,375
-6,640
-15% -$257K 0.32% 81
2023
Q2 		$1.77M Sell
45,015
-77
-0.2% -$2.66K 0.37% 67
2023
Q1 		$1.44M Buy
45,092
+2,604
+6% +$87.3K 0.32% 89
2022
Q4 		$1.26M Sell
42,488
-11,206
-21% -$344K 0.29% 94
2022
Q3 		$1.45M Buy
53,694
+2,643
+5% +$92.9K 0.36% 80
2022
Q2 		$1.82M Buy
+51,051
New +$1.86M 0.4% 67

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

Aviance Capital Partners's APAM Position: Q2 2026 in Review

Aviance Capital Partners reduced its Artisan Partners (APAM) stake by 1.2% in Q2 2026, selling an estimated $14.5K and leaving 33,170 shares worth $1.15M. The position accounts for 0.12% of the portfolio, ranked #157.

Aviance Capital Partners first reported a position in APAM in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.82M in Q2 2022. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Aviance Capital Partners held 33,170 shares of Artisan Partners worth $1.15M as of Q2 2026.
  • Aviance Capital Partners sold 394 Artisan Partners shares in Q2 2026, an estimated $14.5K.
  • Artisan Partners made up 0.12% of Aviance Capital Partners's portfolio in Q2 2026, its #157 holding.
  • Aviance Capital Partners first reported a position in Artisan Partners in Q2 2022 and has held it in 17 quarters since.
  • Aviance Capital Partners's Artisan Partners position peaked at $1.82M in Q2 2022.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.