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Bruce G. Allen Investments’s Artisan Partners APAM Stock Holding History

Bruce G. Allen 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 		$483 Hold
14
– – ﹤0.01% 944
2026
Q1 		$509 Sell
14
-5
-26% -$204 ﹤0.01% 966
2025
Q4 		$774 Buy
+19
New +$811 ﹤0.01% 883
2025
Q2 		– Sell
-10
Closed -$391 – 1085
2025
Q1 		$391 Buy
10
+6
+150% +$254 ﹤0.01% 985
2024
Q4 		$172 Hold
4
– – ﹤0.01% 1070
2024
Q3 		$173 Buy
+4
New +$165 ﹤0.01% 1097
2024
Q2 		– Sell
-4
Closed -$183 – 987
2024
Q1 		$183 Buy
+4
New +$172 ﹤0.01% 947

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

Bruce G. Allen Investments's APAM Position: Q2 2026 in Review

Bruce G. Allen Investments held its Artisan Partners (APAM) position steady in Q2 2026 at 14 shares worth $483. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Bruce G. Allen Investments first reported a position in APAM in Q1 2024 and has held it in 7 quarters since. The position peaked at $774 in Q4 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Bruce G. Allen Investments held 14 shares of Artisan Partners worth $483 as of Q2 2026.
  • Bruce G. Allen Investments left its Artisan Partners share count unchanged in Q2 2026.
  • Artisan Partners made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #944 holding.
  • Bruce G. Allen Investments first reported a position in Artisan Partners in Q1 2024 and has held it in 7 quarters since.
  • Bruce G. Allen Investments's Artisan Partners position peaked at $774 in Q4 2025.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.