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Brinker Capital Investments’s Artisan Partners APAM Stock Holding History

Brinker Capital 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
Q2 		$2.08M Buy
60,193
+667
+1% +$24.5K 0.02% 780
2026
Q1 		$2.17M Sell
59,526
-8,457
-12% -$346K 0.02% 724
2025
Q4 		$2.77M Sell
67,983
-373
-0.5% -$15.9K 0.02% 686
2025
Q3 		$2.97M Buy
68,356
+2,854
+4% +$132K 0.02% 640
2025
Q2 		$2.9M Buy
65,502
+4,273
+7% +$171K 0.02% 606
2025
Q1 		$2.39M Sell
61,229
-923
-1% -$39.1K 0.02% 618
2024
Q4 		$2.68M Buy
62,152
+5,913
+11% +$270K 0.03% 556
2024
Q3 		$2.44M Sell
56,239
-868
-2% -$35.8K 0.02% 590
2024
Q2 		$2.36M Buy
57,107
+2,874
+5% +$124K 0.02% 576
2024
Q1 		$2.48M Sell
54,233
-14,467
-21% -$621K 0.03% 559
2023
Q4 		$3.01M Sell
68,700
-3,997
-5% -$151K 0.03% 443
2023
Q3 		$2.72M Sell
72,697
-4,695
-6% -$182K 0.03% 484
2023
Q2 		$3.04M Buy
77,392
+31,059
+67% +$1.07M 0.03% 481
2023
Q1 		$1.48M Buy
46,333
+5,982
+15% +$201K 0.02% 719
2022
Q4 		$1.2M Buy
40,351
+459
+1% +$14.1K 0.02% 670
2022
Q3 		$1.07M Buy
39,892
+2,245
+6% +$78.9K 0.02% 679
2022
Q2 		$1.34M Buy
37,647
+5,970
+19% +$217K 0.03% 639
2022
Q1 		$1.25M Sell
31,677
-526
-2% -$21.4K 0.02% 716
2021
Q4 		$1.53M Sell
32,203
-1,467
-4% -$70.4K 0.02% 668
2021
Q3 		$1.71M Hold
33,670
– – 0.03% 602
2021
Q2 		$1.71M Buy
+33,670
New +$1.77M 0.02% 656
2021
Q1 		– Sell
-30,570
Closed -$1.54M – 1168
2020
Q4 		$1.54M Buy
30,570
+15,376
+101% +$699K 0.02% 606
2020
Q3 		$592K Buy
+15,194
New +$557K 0.01% 853

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

Brinker Capital Investments's APAM Position: Q2 2026 in Review

Brinker Capital Investments increased its Artisan Partners (APAM) stake by 1.1% in Q2 2026, buying an estimated $24.5K and bringing the position to 60,193 shares worth $2.08M. The position accounts for 0.02% of the portfolio, ranked #780.

Brinker Capital Investments first reported a position in APAM in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.04M in Q2 2023. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Brinker Capital Investments held 60,193 shares of Artisan Partners worth $2.08M as of Q2 2026.
  • Brinker Capital Investments bought 667 Artisan Partners shares in Q2 2026, an estimated $24.5K.
  • Artisan Partners made up 0.02% of Brinker Capital Investments's portfolio in Q2 2026, its #780 holding.
  • Brinker Capital Investments first reported a position in Artisan Partners in Q3 2020 and has held it in 23 quarters since.
  • Brinker Capital Investments's Artisan Partners position peaked at $3.04M in Q2 2023.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.