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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
Q2 		$4.56K Sell
132
-5
-4% -$184 ﹤0.01% 1018
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

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's APAM Position: Q2 2026 in Review

Bell Investment Advisors reduced its Artisan Partners (APAM) stake by 3.6% in Q2 2026, selling an estimated $184 and leaving 132 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Bell Investment Advisors first reported a position in APAM in Q3 2021 and has held it in 19 quarters since. The position peaked at $14.8K in Q2 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Bell Investment Advisors held 132 shares of Artisan Partners worth $4.56K as of Q2 2026.
  • Bell Investment Advisors sold 5 Artisan Partners shares in Q2 2026, an estimated $184.
  • Artisan Partners made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1018 holding.
  • Bell Investment Advisors first reported a position in Artisan Partners in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Artisan Partners position peaked at $14.8K in Q2 2025.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.