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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
Q2 		$2.46M Sell
71,286
-469
-0.7% -$17.3K 0.05% 336
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 $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 $3.38T AUM 44.17% 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

Callan Family Office's APAM Position: Q2 2026 in Review

Callan Family Office reduced its Artisan Partners (APAM) stake by 0.65% in Q2 2026, selling an estimated $17.3K and leaving 71,286 shares worth $2.46M. The position accounts for 0.05% of the portfolio, ranked #336.

Callan Family Office first reported a position in APAM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.34M in Q2 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Callan Family Office held 71,286 shares of Artisan Partners worth $2.46M as of Q2 2026.
  • Callan Family Office sold 469 Artisan Partners shares in Q2 2026, an estimated $17.3K.
  • Artisan Partners made up 0.05% of Callan Family Office's portfolio in Q2 2026, its #336 holding.
  • Callan Family Office first reported a position in Artisan Partners in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Artisan Partners position peaked at $3.34M in Q2 2025.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.