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Callan Family Office’s Artisan Partners APAM Stock Holding History

Callan Family Office’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 		$2.61M Buy
71,755
+733
+1% +$30K 0.06% 294
2025
Q4 		$2.89M Sell
71,022
-1,510
-2% -$64.4K 0.06% 273
2025
Q3 		$3.15M Sell
72,532
-2,705
-4% -$125K 0.1% 210
2025
Q2 		$3.34M Buy
75,237
+68,220
+972% +$2.73M 0.11% 205
2025
Q1 		$274K Sell
7,017
-3,968
-36% -$168K 0.02% 444
2024
Q4 		$473K Buy
+10,985
New +$502K 0.03% 380

Other funds holding APAM

BlackRock
BlackRock New York $5.72T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Callan Family Office's APAM Position: Q1 2026 in Review

Callan Family Office increased its Artisan Partners (APAM) stake by 1% in Q1 2026, buying an estimated $30K and bringing the position to 71,755 shares worth $2.61M. The position accounts for 0.06% of the portfolio, ranked #294.

Callan Family Office first reported a position in APAM in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.34M in Q2 2025. 383 funds tracked by Wall St. Rank hold APAM as of Q1 2026.

  • Callan Family Office held 71,755 shares of Artisan Partners worth $2.61M as of Q1 2026.
  • Callan Family Office bought 733 Artisan Partners shares in Q1 2026, an estimated $30K.
  • Artisan Partners made up 0.06% of Callan Family Office's portfolio in Q1 2026, its #294 holding.
  • Callan Family Office first reported a position in Artisan Partners in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's Artisan Partners position peaked at $3.34M in Q2 2025.
  • 383 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.