Capital World Investors’s Artisan Partners APAM Stock Holding History

Capital World Investors’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	$17.6M	Sell	509,214 -549,471	-52%	-$20.2M	﹤0.01%	559
2026 Q1	$38.5M	Buy	1,058,685 +148,163	+16%	+$6.06M	0.01%	484
2025 Q4	$37.1M	Buy	910,522 +67,074	+8%	+$2.86M	0.01%	441
2025 Q3	$36.6M	Sell	843,448 -499,389	-37%	-$23M	0.01%	447
2025 Q2	$59.5M	Buy	1,342,837 +43,649	+3%	+$1.74M	0.01%	387
2025 Q1	$50.8M	Buy	1,299,188 +17,627	+1%	+$747K	0.01%	390
2024 Q4	$55.2M	Sell	1,281,561 -1,539	-0.1%	-$70.3K	0.01%	390
2024 Q3	$55.6M	Hold	1,283,100	–	–	0.01%	392
2024 Q2	$53M	Buy	1,283,100 +6,100	+0.5%	+$263K	0.01%	386
2024 Q1	$58.4M	Hold	1,277,000	–	–	0.01%	384
2023 Q4	$56.4M	Hold	1,277,000	–	–	0.01%	370
2023 Q3	$47.8M	Hold	1,277,000	–	–	0.01%	376
2023 Q2	$50.2M	Buy	1,277,000 +572,000	+81%	+$19.7M	0.01%	370
2023 Q1	$22.5M	Hold	705,000	–	–	﹤0.01%	433
2022 Q4	$20.9M	Hold	705,000	–	–	﹤0.01%	450
2022 Q3	$19M	Hold	705,000	–	–	﹤0.01%	464
2022 Q2	$25.1M	Hold	705,000	–	–	0.01%	449
2022 Q1	$27.7M	Hold	705,000	–	–	﹤0.01%	473
2021 Q4	$33.6M	Hold	705,000	–	–	0.01%	485
2021 Q3	$34.5M	Hold	705,000	–	–	0.01%	493
2021 Q2	$35.8M	Hold	705,000	–	–	0.01%	483
2021 Q1	$36.8M	Hold	705,000	–	–	0.01%	468
2020 Q4	$35.5M	Hold	705,000	–	–	0.01%	442
2020 Q3	$27.5M	Hold	705,000	–	–	0.01%	438
2020 Q2	$22.9M	Hold	705,000	–	–	0.01%	424
2020 Q1	$15.2M	Hold	705,000	–	–	﹤0.01%	417
2019 Q4	$22.8M	Hold	705,000	–	–	0.01%	413
2019 Q3	$19.9M	Hold	705,000	–	–	﹤0.01%	409
2019 Q2	$19.4M	Hold	705,000	–	–	﹤0.01%	443
2019 Q1	$17.7M	Hold	705,000	–	–	﹤0.01%	451
2018 Q4	$15.6M	Hold	705,000	–	–	﹤0.01%	451
2018 Q3	$22.8M	Hold	705,000	–	–	0.01%	460
2018 Q2	$21.3M	Hold	705,000	–	–	﹤0.01%	459
2018 Q1	$23.5M	Hold	705,000	–	–	0.01%	416
2017 Q4	$27.8M	Hold	705,000	–	–	0.01%	402
2017 Q3	$23M	Hold	705,000	–	–	0.01%	414
2017 Q2	$21.6M	Buy	705,000 +180,000	+34%	+$5.17M	0.01%	418
2017 Q1	$14.5M	Buy	+525,000	New	+$15.1M	﹤0.01%	440
2014 Q4	–	Sell	-175,000	Closed	-$9.11M	–	531
2014 Q3	$9.11M	Hold	175,000	–	–	﹤0.01%	485
2014 Q2	$9.92M	Buy	+175,000	New	+$10M	﹤0.01%	480

Other funds holding APAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 World Investors's APAM Position: Q2 2026 in Review

Capital World Investors reduced its Artisan Partners (APAM) stake by 52% in Q2 2026, selling an estimated $20.2M and leaving 509,214 shares worth $17.6M. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Capital World Investors first reported a position in APAM in Q2 2014 and has held it in 40 quarters since. The position peaked at $59.5M in Q2 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Capital World Investors held 509,214 shares of Artisan Partners worth $17.6M as of Q2 2026.
Capital World Investors sold 549,471 Artisan Partners shares in Q2 2026, an estimated $20.2M.
Artisan Partners made up ﹤0.01% of Capital World Investors's portfolio in Q2 2026, its #559 holding.
Capital World Investors first reported a position in Artisan Partners in Q2 2014 and has held it in 40 quarters since.
Capital World Investors's Artisan Partners position peaked at $59.5M in Q2 2025.
381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.