Bramshill Investments’s Artisan Partners APAM Stock Holding History

Bramshill Investments’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	$564K	Sell	15,490 -100	-0.6%	-$4.09K	0.05%	123
2025 Q4	$635K	Buy	15,590 +108	+0.7%	+$4.61K	0.04%	111
2025 Q3	$672K	Sell	15,482 -2,665	-15%	-$123K	0.05%	113
2025 Q2	$804K	Buy	18,147 +96	+0.5%	+$3.84K	0.08%	78
2025 Q1	$706K	Buy	18,051 +19	+0.1%	+$805	0.07%	90
2024 Q4	$776K	Sell	18,032 -158	-0.9%	-$7.22K	0.12%	71
2024 Q3	$788K	Sell	18,190 -2,463	-12%	-$102K	0.09%	71
2024 Q2	$852K	Buy	20,653 +12,366	+149%	+$534K	0.09%	73
2024 Q1	$379K	Buy	+8,287	New	+$356K	0.04%	91
2021 Q3	–	Sell	-17,969	Closed	-$913K	–	128
2021 Q2	$913K	Buy	17,969 +3,926	+28%	+$206K	0.07%	95
2021 Q1	$733K	Buy	+14,043	New	+$717K	0.05%	144
2018 Q2	–	Sell	-52,460	Closed	-$1.75M	–	111
2018 Q1	$1.75M	Buy	+52,460	New	+$1.89M	0.57%	27
2017 Q4	–	Sell	-77,878	Closed	-$2.54M	–	120
2017 Q3	$2.54M	Sell	77,878 -5,683	-7%	-$177K	0.76%	26
2017 Q2	$2.56M	Buy	+83,561	New	+$2.4M	0.71%	34

Other funds holding APAM

BlackRock New York $5.72T 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 $11.3B AUM 53% 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

Bramshill Investments's APAM Position: Q1 2026 in Review

Bramshill Investments reduced its Artisan Partners (APAM) stake by 0.64% in Q1 2026, selling an estimated $4.09K and leaving 15,490 shares worth $564K. The position accounts for 0.05% of the portfolio, ranked #123.

Bramshill Investments first reported a position in APAM in Q2 2017 and has held it in 14 quarters since. The position peaked at $2.56M in Q2 2017. 383 funds tracked by Wall St. Rank hold APAM as of Q1 2026.

Bramshill Investments held 15,490 shares of Artisan Partners worth $564K as of Q1 2026.
Bramshill Investments sold 100 Artisan Partners shares in Q1 2026, an estimated $4.09K.
Artisan Partners made up 0.05% of Bramshill Investments's portfolio in Q1 2026, its #123 holding.
Bramshill Investments first reported a position in Artisan Partners in Q2 2017 and has held it in 14 quarters since.
Bramshill Investments's Artisan Partners position peaked at $2.56M in Q2 2017.
383 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2026.

Based on Bramshill Investments's 13F filing for Q1 2026, filed 15 May 2026.