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BIA
Bell Investment Advisors’s
Artisan Partners
APAM
Stock Holding History
Bell Investment 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
Q1
$4.99K
Buy
137
+14
+11%
+$573
﹤0.01%
959
2025
Q4
$5.01K
Hold
123
–
–
﹤0.01%
964
2025
Q3
$5.34K
Sell
123
-211
-63%
-$9.72K
﹤0.01%
906
2025
Q2
$14.8K
Buy
334
+167
+100%
+$6.67K
﹤0.01%
523
2025
Q1
$6.53K
Sell
167
-97
-37%
-$4.11K
﹤0.01%
788
2024
Q4
$11.4K
Buy
264
+141
+115%
+$6.44K
﹤0.01%
554
2024
Q3
$5.33K
Sell
123
-210
-63%
-$8.67K
﹤0.01%
900
2024
Q2
$13.7K
Buy
333
+35
+12%
+$1.51K
﹤0.01%
492
2024
Q1
$13.6K
Buy
298
+175
+142%
+$7.52K
﹤0.01%
475
2023
Q4
$5.43K
Hold
123
–
–
﹤0.01%
834
2023
Q3
$4.6K
Sell
123
-17
-12%
-$659
﹤0.01%
850
2023
Q2
$5.5K
Buy
140
+1
+0.7%
+$35
﹤0.01%
774
2023
Q1
$4.45K
Sell
139
-32
-19%
-$1.07K
﹤0.01%
841
2022
Q4
$5.08K
Buy
171
+75
+78%
+$2.31K
﹤0.01%
802
2022
Q3
$3K
Sell
96
-21
-18%
-$738
﹤0.01%
868
2022
Q2
$4K
Buy
+117
New
+$4.26K
﹤0.01%
764
2021
Q4
$4K
Sell
85
-82
-49%
-$3.94K
﹤0.01%
829
2021
Q3
$8K
Buy
+167
New
+$8.43K
﹤0.01%
505
Other funds holding APAM
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New York
$5.7T AUM
30.48%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VNIM
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
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
CCM
Channing Capital Management
Chicago, Illinois
$3.91B AUM
34.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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