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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
Q3 		$1K Sell
28
-14
-33% -$553 ﹤0.01% 1144
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Avion Wealth's APAM Position: Q3 2026 in Review

Avion Wealth reduced its Artisan Partners (APAM) stake by 33% in Q3 2026, selling an estimated $553 and leaving 28 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Avion Wealth first reported a position in APAM in Q2 2025 and has held it in 6 quarters since. 208 funds tracked by Wall St. Rank hold APAM as of Q3 2026.

  • Avion Wealth held 28 shares of Artisan Partners worth $1K as of Q3 2026.
  • Avion Wealth sold 14 Artisan Partners shares in Q3 2026, an estimated $553.
  • Artisan Partners made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1144 holding.
  • Avion Wealth first reported a position in Artisan Partners in Q2 2025 and has held it in 6 quarters since.
  • 208 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.