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Capital Advisors Ltd’s Artisan Partners APAM Stock Holding History

Capital Advisors Ltd’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 		$0 Buy
13
+3
+30% +$110 ﹤0.01% 1348
2026
Q1 		$0 Hold
10
– – ﹤0.01% 1346
2025
Q4 		$0 Hold
10
– – ﹤0.01% 1331
2025
Q3 		$0 Hold
10
– – ﹤0.01% 1339
2025
Q2 		$0 Buy
+10
New +$400 ﹤0.01% 1324
2022
Q4 		– Sell
-14
Closed – – 1199
2022
Q3 		$0 Buy
+14
New +$492 ﹤0.01% 1223

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

Capital Advisors Ltd's APAM Position: Q2 2026 in Review

Capital Advisors Ltd increased its Artisan Partners (APAM) stake by 30% in Q2 2026, buying an estimated $110 and bringing the position to 13 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Capital Advisors Ltd first reported a position in APAM in Q3 2022 and has held it in 6 quarters since. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Capital Advisors Ltd held 13 shares of Artisan Partners worth $0 as of Q2 2026.
  • Capital Advisors Ltd bought 3 Artisan Partners shares in Q2 2026, an estimated $110.
  • Artisan Partners made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1348 holding.
  • Capital Advisors Ltd first reported a position in Artisan Partners in Q3 2022 and has held it in 6 quarters since.
  • 382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.