Belpointe Asset Management’s Artisan Partners APAM Stock Holding History

Belpointe Asset 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	$212K	Buy	6,145 +11	+0.2%	+$405	0.01%	1048
2026 Q1	$223K	Sell	6,134 -894	-13%	-$36.6K	0.01%	969
2025 Q4	$286K	Buy	7,028 +818	+13%	+$34.9K	0.01%	840
2025 Q3	$270K	Buy	6,210 +255	+4%	+$11.8K	0.01%	828
2025 Q2	$264K	Sell	5,955 -586	-9%	-$23.4K	0.01%	793
2025 Q1	$256K	Buy	6,541 +466	+8%	+$19.7K	0.01%	772
2024 Q4	$253K	Hold	6,075	–	–	0.02%	723
2024 Q3	$263K	Hold	6,075	–	–	0.02%	705
2024 Q2	$251K	Buy	6,075 +870	+17%	+$37.5K	0.02%	646
2024 Q1	$238K	Buy	+5,205	New	+$224K	0.02%	689
2023 Q2	–	Sell	-8,694	Closed	-$278K	–	736
2023 Q1	$278K	Buy	8,694 +204	+2%	+$6.84K	0.02%	792
2022 Q4	$252K	Buy	8,490 +3,927	+86%	+$121K	0.02%	787
2022 Q3	$123K	Buy	+4,563	New	+$160K	0.01%	1049
2022 Q2	–	Sell	-5,818	Closed	-$229K	–	1134
2022 Q1	$229K	Buy	5,818 +2	+0%	+$81	0.01%	855
2021 Q4	$278K	Buy	5,816 +25	+0.4%	+$1.2K	0.02%	745
2021 Q3	$283K	Sell	5,791 -21	-0.4%	-$1.06K	0.02%	709
2021 Q2	$296K	Buy	5,812 +2,033	+54%	+$107K	0.02%	672
2021 Q1	$197K	Buy	3,779 +38	+1%	+$1.94K	0.02%	754
2020 Q4	$188K	Buy	+3,741	New	+$170K	0.02%	715

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

Belpointe Asset Management's APAM Position: Q2 2026 in Review

Belpointe Asset Management increased its Artisan Partners (APAM) stake by 0.18% in Q2 2026, buying an estimated $405 and bringing the position to 6,145 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #1048.

Belpointe Asset Management first reported a position in APAM in Q4 2020 and has held it in 19 quarters since. The position peaked at $296K in Q2 2021. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Belpointe Asset Management held 6,145 shares of Artisan Partners worth $212K as of Q2 2026.
Belpointe Asset Management bought 11 Artisan Partners shares in Q2 2026, an estimated $405.
Artisan Partners made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1048 holding.
Belpointe Asset Management first reported a position in Artisan Partners in Q4 2020 and has held it in 19 quarters since.
Belpointe Asset Management's Artisan Partners position peaked at $296K in Q2 2021.
381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.