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Bare Financial Services’s Artisan Partners APAM Stock Holding History

Bare Financial Services’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 		$10K Buy
291
+166
+133% +$6.11K ﹤0.01% 581
2026
Q1 		$4.55K Sell
125
-88
-41% -$3.6K ﹤0.01% 693
2025
Q4 		$8.68K Buy
213
+19
+10% +$811 ﹤0.01% 294
2025
Q3 		$8.42K Buy
194
+3
+2% +$138 ﹤0.01% 287
2025
Q2 		$8.47K Buy
191
+121
+173% +$4.83K ﹤0.01% 224
2025
Q1 		$2.74K Buy
+70
New +$2.96K ﹤0.01% 190

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

Bare Financial Services's APAM Position: Q2 2026 in Review

Bare Financial Services increased its Artisan Partners (APAM) stake by 133% in Q2 2026, buying an estimated $6.11K and bringing the position to 291 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Bare Financial Services first reported a position in APAM in Q1 2025 and has held it in 6 quarters since. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Bare Financial Services held 291 shares of Artisan Partners worth $10K as of Q2 2026.
  • Bare Financial Services bought 166 Artisan Partners shares in Q2 2026, an estimated $6.11K.
  • Artisan Partners made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #581 holding.
  • Bare Financial Services first reported a position in Artisan Partners in Q1 2025 and has held it in 6 quarters since.
  • 382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.