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Avion Wealth’s Artisan Partners APAM Stock Holding History

Avion Wealth’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 		$1K Hold
42
– – ﹤0.01% 1172
2026
Q1 		$1K Buy
42
+1
+2% +$41 ﹤0.01% 962
2025
Q4 		$1K Hold
41
– – ﹤0.01% 964
2025
Q3 		$1K Hold
41
– – ﹤0.01% 940
2025
Q2 		$1K Buy
+41
New +$1.64K ﹤0.01% 900

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

Avion Wealth's APAM Position: Q2 2026 in Review

Avion Wealth held its Artisan Partners (APAM) position steady in Q2 2026 at 42 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

Avion Wealth first reported a position in APAM in Q2 2025 and has held it in 5 quarters since. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Avion Wealth held 42 shares of Artisan Partners worth $1K as of Q2 2026.
  • Avion Wealth left its Artisan Partners share count unchanged in Q2 2026.
  • Artisan Partners made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1172 holding.
  • Avion Wealth first reported a position in Artisan Partners in Q2 2025 and has held it in 5 quarters since.
  • 382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.