Bay Harbor Wealth Management’s Artisan Partners APAM Stock Holding History

Bay Harbor Wealth Management’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	$518	Buy	15 +9	+150%	+$331	﹤0.01%	1056
2026 Q1	$218	Sell	6 -2	-25%	-$82	﹤0.01%	1138
2025 Q4	$325	Buy	8 +2	+33%	+$85	﹤0.01%	1008
2025 Q3	$260	Buy	6 +4	+200%	+$184	﹤0.01%	965
2025 Q2	$88	Sell	2 -1	-33%	-$40	﹤0.01%	1123
2025 Q1	$117	Buy	+3	New	+$127	﹤0.01%	836

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

Bay Harbor Wealth Management's APAM Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Artisan Partners (APAM) stake by 150% in Q2 2026, buying an estimated $331 and bringing the position to 15 shares worth $518. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Bay Harbor Wealth Management 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.

Bay Harbor Wealth Management held 15 shares of Artisan Partners worth $518 as of Q2 2026.
Bay Harbor Wealth Management bought 9 Artisan Partners shares in Q2 2026, an estimated $331.
Artisan Partners made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1056 holding.
Bay Harbor Wealth Management 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 Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.