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Beacon Pointe Advisors’s Artisan Partners APAM Stock Holding History

Beacon Pointe 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 		– Sell
-20,077
Closed -$731K – 1928
2026
Q1 		$731K Buy
+20,077
New +$821K ﹤0.01% 1118

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Vanguard Portfolio Management
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Vanguard Capital Management
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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

Beacon Pointe Advisors's APAM Position: Q2 2026 in Review

Beacon Pointe Advisors sold out of Artisan Partners (APAM) in Q2 2026, closing a stake of 20,077 shares — an estimated $731K sold.

Beacon Pointe Advisors first reported a position in APAM in Q1 2026 and held it in 1 quarter. The position peaked at $731K in Q1 2026. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Beacon Pointe Advisors reported no remaining Artisan Partners position as of Q2 2026 after selling out during the quarter.
  • Beacon Pointe Advisors sold 20,077 Artisan Partners shares in Q2 2026, an estimated $731K.
  • Beacon Pointe Advisors first reported a position in Artisan Partners in Q1 2026 and held it in 1 quarter.
  • Beacon Pointe Advisors's Artisan Partners position peaked at $731K in Q1 2026.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.