BC
APAM icon

Burney Company’s Artisan Partners APAM Stock Holding History

Burney Company’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 		$829K Buy
23,999
+1,095
+5% +$40.3K 0.02% 383
2026
Q1 		$833K Buy
22,904
+3,129
+16% +$128K 0.03% 362
2025
Q4 		$806K Buy
19,775
+1,212
+7% +$51.7K 0.03% 361
2025
Q3 		$806K Buy
18,563
+665
+4% +$30.6K 0.03% 344
2025
Q2 		$793K Buy
17,898
+3,522
+24% +$141K 0.03% 340
2025
Q1 		$562K Buy
+14,376
New +$609K 0.02% 401

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

Burney Company's APAM Position: Q2 2026 in Review

Burney Company increased its Artisan Partners (APAM) stake by 4.8% in Q2 2026, buying an estimated $40.3K and bringing the position to 23,999 shares worth $829K. The position accounts for 0.02% of the portfolio, ranked #383.

Burney Company first reported a position in APAM in Q1 2025 and has held it in 6 quarters since. The position peaked at $833K in Q1 2026. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Burney Company held 23,999 shares of Artisan Partners worth $829K as of Q2 2026.
  • Burney Company bought 1,095 Artisan Partners shares in Q2 2026, an estimated $40.3K.
  • Artisan Partners made up 0.02% of Burney Company's portfolio in Q2 2026, its #383 holding.
  • Burney Company first reported a position in Artisan Partners in Q1 2025 and has held it in 6 quarters since.
  • Burney Company's Artisan Partners position peaked at $833K in Q1 2026.
  • 382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.