Aviance Capital Partners
APAM icon

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
Q3 		$1.2M Buy
33,317
+147
+0.4% +$5.81K 0.12% 150
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% +$87.4K 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

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Optimist Retirement Group
Optimist Retirement Group Bellevue, Washington $246M AUM 28.58% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Romano Brothers & Co
Romano Brothers & Co Evanston, Illinois $985M AUM 31.89% 1-Year Est. Return
Carolina Wealth Advisors
Carolina Wealth Advisors Myrtle Beach, South Carolina $263M AUM 16.19% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Measured Risk Portfolios
Measured Risk Portfolios San Diego, California $93.8M AUM 7.05% 1-Year Est. Return

Aviance Capital Partners's APAM Position: Q3 2026 in Review

Aviance Capital Partners increased its Artisan Partners (APAM) stake by 0.44% in Q3 2026, buying an estimated $5.81K and bringing the position to 33,317 shares worth $1.2M. The position accounts for 0.12% of the portfolio, ranked #150.

Aviance Capital Partners first reported a position in APAM in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.82M in Q2 2022. 105 funds tracked by Wall St. Rank hold APAM as of Q3 2026.

  • Aviance Capital Partners held 33,317 shares of Artisan Partners worth $1.2M as of Q3 2026.
  • Aviance Capital Partners bought 147 Artisan Partners shares in Q3 2026, an estimated $5.81K.
  • Artisan Partners made up 0.12% of Aviance Capital Partners's portfolio in Q3 2026, its #150 holding.
  • Aviance Capital Partners first reported a position in Artisan Partners in Q2 2022 and has held it in 18 quarters since.
  • Aviance Capital Partners's Artisan Partners position peaked at $1.82M in Q2 2022.
  • 105 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2026.

Based on Aviance Capital Partners's 13F filing for Q3 2026, filed 29 Oct 2026.