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Caldwell Sutter Capital’s Artisan Partners APAM Stock Holding History

Caldwell Sutter Capital’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 		– Sell
-226
Closed -$8.22K – 930
2026
Q1 		$8.22K Hold
226
– – ﹤0.01% 582
2025
Q4 		$9.21K Hold
226
– – ﹤0.01% 560
2025
Q3 		$9.81K Buy
+226
New +$10.4K ﹤0.01% 554

Other funds holding APAM

BlackRock
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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

Caldwell Sutter Capital's APAM Position: Q2 2026 in Review

Caldwell Sutter Capital sold out of Artisan Partners (APAM) in Q2 2026, closing a stake of 226 shares — an estimated $8.22K sold.

Caldwell Sutter Capital first reported a position in APAM in Q3 2025 and held it in 3 quarters. The position peaked at $9.81K in Q3 2025. 380 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Caldwell Sutter Capital reported no remaining Artisan Partners position as of Q2 2026 after selling out during the quarter.
  • Caldwell Sutter Capital sold 226 Artisan Partners shares in Q2 2026, an estimated $8.22K.
  • Caldwell Sutter Capital first reported a position in Artisan Partners in Q3 2025 and held it in 3 quarters.
  • Caldwell Sutter Capital's Artisan Partners position peaked at $9.81K in Q3 2025.
  • 380 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.