Baird Financial Group

Baird Financial Group’s Artisan Partners APAM Stock Holding History

Baird Financial Group’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	$572K	Hold	15,716	–	–	﹤0.01%	1432
2025 Q4	$640K	Hold	15,716	–	–	﹤0.01%	1391
2025 Q3	$682K	Sell	15,716 -73	-0.5%	-$3.37K	﹤0.01%	1372
2025 Q2	$700K	Buy	15,789 +919	+6%	+$36.7K	﹤0.01%	1318
2025 Q1	$581K	Buy	14,870 +6,000	+68%	+$254K	﹤0.01%	1356
2024 Q4	$382K	Buy	8,870 +5,649	+175%	+$258K	﹤0.01%	1476
2024 Q3	$140K	Sell	3,221 -1,649	-34%	-$68.1K	﹤0.01%	1683
2024 Q2	$201K	Hold	4,870	–	–	﹤0.01%	1676
2024 Q1	$223K	Sell	4,870 -492	-9%	-$21.1K	﹤0.01%	1644
2023 Q4	$237K	Sell	5,362 -378	-7%	-$14.3K	﹤0.01%	1587
2023 Q3	$215K	Buy	5,740 +16	+0.3%	+$620	﹤0.01%	1602
2023 Q2	$225K	Sell	5,724 -1,373	-19%	-$47.4K	﹤0.01%	1580
2023 Q1	$227K	Buy	+7,097	New	+$238K	﹤0.01%	1584
2015 Q4	–	Sell	-25,272	Closed	-$890K	–	1233
2015 Q3	$890K	Buy	25,272 +2,824	+13%	+$122K	0.01%	735
2015 Q2	$1.04M	Buy	+22,448	New	+$1.03M	0.01%	742

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