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Bradley Foster & Sargent’s Artisan Partners APAM Stock Holding History

Bradley Foster & Sargent’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 		$502K Sell
14,535
-3,349
-19% -$123K 0.01% 409
2026
Q1 		$651K Buy
17,884
+4,086
+30% +$167K 0.01% 344
2025
Q4 		$562K Buy
13,798
+1,020
+8% +$43.5K 0.01% 378
2025
Q3 		$555K Sell
12,778
-1,831
-13% -$84.4K 0.01% 377
2025
Q2 		$648K Buy
+14,609
New +$584K 0.01% 348

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 $3.37T 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

Bradley Foster & Sargent's APAM Position: Q2 2026 in Review

Bradley Foster & Sargent reduced its Artisan Partners (APAM) stake by 19% in Q2 2026, selling an estimated $123K and leaving 14,535 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #409.

Bradley Foster & Sargent first reported a position in APAM in Q2 2025 and has held it in 5 quarters since. The position peaked at $651K in Q1 2026. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Bradley Foster & Sargent held 14,535 shares of Artisan Partners worth $502K as of Q2 2026.
  • Bradley Foster & Sargent sold 3,349 Artisan Partners shares in Q2 2026, an estimated $123K.
  • Artisan Partners made up 0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #409 holding.
  • Bradley Foster & Sargent first reported a position in Artisan Partners in Q2 2025 and has held it in 5 quarters since.
  • Bradley Foster & Sargent's Artisan Partners position peaked at $651K in Q1 2026.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.