Aviva

Aviva’s Artisan Partners APAM Stock Holding History

Aviva’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 Q1	$418K	Sell	11,478 -199	-2%	-$8.14K	﹤0.01%	776
2025 Q4	$476K	Buy	11,677 +1,252	+12%	+$53.4K	﹤0.01%	801
2025 Q3	$452K	Sell	10,425 -835	-7%	-$38.5K	﹤0.01%	827
2025 Q2	$499K	Sell	11,260 -3,348	-23%	-$134K	﹤0.01%	738
2025 Q1	$571K	Buy	14,608 +1,846	+14%	+$78.2K	﹤0.01%	757
2024 Q4	$549K	Sell	12,762 -2,799	-18%	-$128K	﹤0.01%	789
2024 Q3	$674K	Buy	15,561 +1,011	+7%	+$41.7K	﹤0.01%	704
2024 Q2	$600K	Buy	14,550 +75	+0.5%	+$3.24K	﹤0.01%	784
2024 Q1	$663K	Sell	14,475 -996	-6%	-$42.8K	﹤0.01%	753
2023 Q4	$684K	Buy	+15,471	New	+$584K	﹤0.01%	746
2022 Q1	–	Sell	-53,212	Closed	-$2.54M	–	1060
2021 Q4	$2.54M	Buy	53,212 +19,807	+59%	+$951K	0.01%	789
2021 Q3	$1.63M	Buy	+33,405	New	+$1.69M	0.01%	841

Other funds holding APAM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return