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Brooklyn Investment Group’s Artisan Partners APAM Stock Holding History

Brooklyn Investment Group’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 		$654K Buy
17,984
+9,576
+114% +$392K 0.02% 834
2025
Q4 		$351K Buy
+8,408
New +$359K 0.02% 926
2025
Q3 		– Sell
-226
Closed -$10K – 778
2025
Q2 		$10K Buy
226
+116
+105% +$4.63K ﹤0.01% 2171
2025
Q1 		$4.3K Buy
+110
New +$4.66K ﹤0.01% 1875

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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Brooklyn Investment Group's APAM Position: Q1 2026 in Review

Brooklyn Investment Group increased its Artisan Partners (APAM) stake by 114% in Q1 2026, buying an estimated $392K and bringing the position to 17,984 shares worth $654K. The position accounts for 0.02% of the portfolio, ranked #834.

Brooklyn Investment Group first reported a position in APAM in Q1 2025 and has held it in 4 quarters since. 384 funds tracked by Wall St. Rank hold APAM as of Q1 2026.

  • Brooklyn Investment Group held 17,984 shares of Artisan Partners worth $654K as of Q1 2026.
  • Brooklyn Investment Group bought 9,576 Artisan Partners shares in Q1 2026, an estimated $392K.
  • Artisan Partners made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #834 holding.
  • Brooklyn Investment Group first reported a position in Artisan Partners in Q1 2025 and has held it in 4 quarters since.
  • 384 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.