B. Riley Wealth Advisors’s Artisan Partners APAM Stock Holding History

B. Riley Wealth Advisors’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	$335K	Buy	9,568 +935	+11%	+$34.4K	0.02%	585
2026 Q1	$307K	Sell	8,633 -2,274	-21%	-$93K	0.02%	581
2025 Q4	$444K	Buy	10,907 +43	+0.4%	+$1.83K	0.02%	568
2025 Q3	$471K	Sell	10,864 -908	-8%	-$41.9K	0.02%	549
2025 Q2	$522K	Buy	+11,772	New	+$470K	0.02%	516
2024 Q2	–	Sell	-5,958	Closed	-$223K	–	1392
2024 Q1	$223K	Buy	+5,958	New	+$256K	0.01%	1206
2023 Q4	–	Sell	-5,958	Closed	-$223K	–	1392
2023 Q3	$223K	Buy	+5,958	New	+$231K	0.01%	1206
2022 Q1	–	Sell	-8,097	Closed	-$386K	–	1385
2021 Q4	$386K	Buy	8,097 +936	+13%	+$44.9K	0.01%	948
2021 Q3	$351K	Buy	7,161 +199	+3%	+$10K	0.01%	959
2021 Q2	$354K	Sell	6,962 -3,476	-33%	-$183K	0.01%	934
2021 Q1	$545K	Buy	10,438 +2,182	+26%	+$111K	0.02%	694
2020 Q4	$416K	Sell	8,256 -1,489	-15%	-$67.7K	0.02%	599
2020 Q3	$371K	Buy	+9,745	New	+$357K	0.02%	642
2015 Q1	–	Sell	-1,566	Closed	-$79K	–	645
2014 Q4	$79K	Buy	+1,566	New	+$78.1K	﹤0.01%	1845

Other funds holding APAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

B. Riley Wealth Advisors's APAM Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Artisan Partners (APAM) stake by 11% in Q2 2026, buying an estimated $34.4K and bringing the position to 9,568 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #585.

B. Riley Wealth Advisors first reported a position in APAM in Q4 2014 and has held it in 14 quarters since. The position peaked at $545K in Q1 2021. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

B. Riley Wealth Advisors held 9,568 shares of Artisan Partners worth $335K as of Q2 2026.
B. Riley Wealth Advisors bought 935 Artisan Partners shares in Q2 2026, an estimated $34.4K.
Artisan Partners made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #585 holding.
B. Riley Wealth Advisors first reported a position in Artisan Partners in Q4 2014 and has held it in 14 quarters since.
B. Riley Wealth Advisors's Artisan Partners position peaked at $545K in Q1 2021.
381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.