CJ
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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
Q2 		$2.57K Sell
75
-10
-12% -$368 ﹤0.01% 754
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
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

Caitlin John's APAM Position: Q2 2026 in Review

Caitlin John reduced its Artisan Partners (APAM) stake by 12% in Q2 2026, selling an estimated $368 and leaving 75 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Caitlin John first reported a position in APAM in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.75K in Q3 2024. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Caitlin John held 75 shares of Artisan Partners worth $2.57K as of Q2 2026.
  • Caitlin John sold 10 Artisan Partners shares in Q2 2026, an estimated $368.
  • Artisan Partners made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #754 holding.
  • Caitlin John first reported a position in Artisan Partners in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's Artisan Partners position peaked at $3.75K in Q3 2024.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.