Caitlin John’s Artisan Partners APAM Stock Holding History

Caitlin John’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	$3.09K	Buy	85 +2	+2%	+$82	﹤0.01%	672
2025 Q4	$3.38K	Buy	83 +2	+2%	+$85	﹤0.01%	676
2025 Q3	$3.52K	Buy	+81	New	+$3.73K	﹤0.01%	632
2025 Q1	–	Sell	-81	Closed	-$3.48K	–	165
2024 Q4	$3.48K	Buy	81 +1	+1%	+$46	﹤0.01%	599
2024 Q3	$3.75K	Buy	80 +2	+3%	+$83	﹤0.01%	595
2024 Q2	$3.23K	Buy	78 +1	+1%	+$43	﹤0.01%	602
2024 Q1	$3.53K	Buy	77 +1	+1%	+$43	﹤0.01%	615
2023 Q4	$3.35K	Buy	+76	New	+$2.87K	﹤0.01%	624

Other funds holding APAM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return