Caprock Group’s Artisan Partners APAM Stock Holding History

Caprock Group’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	$263K	Buy	7,617 +128	+2%	+$4.71K	0.01%	1080
2026 Q1	$273K	Buy	7,489 +1,181	+19%	+$48.3K	0.01%	958
2025 Q4	$257K	Sell	6,308 -1,397	-18%	-$59.6K	0.01%	1043
2025 Q3	$361K	Buy	+7,705	New	+$355K	0.01%	889
2025 Q1	$334K	Buy	8,540 +636	+8%	+$26.9K	0.01%	839
2024 Q4	$340K	Sell	7,904 -9	-0.1%	-$411	0.01%	753
2024 Q3	$343K	Sell	7,913 -342	-4%	-$14.1K	0.01%	687
2024 Q2	$341K	Buy	8,255 +297	+4%	+$12.8K	0.01%	642
2024 Q1	$364K	Buy	7,958 +61	+0.8%	+$2.62K	0.02%	498
2023 Q4	$349K	Hold	7,897	–	–	0.02%	493
2023 Q3	$296K	Sell	7,897 -13	-0.2%	-$504	0.02%	495
2023 Q2	$311K	Buy	7,910 +43	+0.5%	+$1.49K	0.02%	489
2023 Q1	$252K	Buy	+7,867	New	+$264K	0.02%	533

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

Caprock Group's APAM Position: Q2 2026 in Review

Caprock Group increased its Artisan Partners (APAM) stake by 1.7% in Q2 2026, buying an estimated $4.71K and bringing the position to 7,617 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #1080.

Caprock Group first reported a position in APAM in Q1 2023 and has held it in 13 quarters since. The position peaked at $364K in Q1 2024. 380 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Caprock Group held 7,617 shares of Artisan Partners worth $263K as of Q2 2026.
Caprock Group bought 128 Artisan Partners shares in Q2 2026, an estimated $4.71K.
Artisan Partners made up 0.01% of Caprock Group's portfolio in Q2 2026, its #1080 holding.
Caprock Group first reported a position in Artisan Partners in Q1 2023 and has held it in 13 quarters since.
Caprock Group's Artisan Partners position peaked at $364K in Q1 2024.
380 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.