Capstone Investment Advisors
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Capstone Investment Advisors’s Artisan Partners APAM Stock Holding History

Capstone Investment Advisors’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 		$399K Buy
+11,547
New +$425K ﹤0.01% 1334
2016
Q4 		– Sell
-9,110
Closed -$247K – 907
2016
Q3 		$247K Buy
+9,110
New +$249K 0.01% 643

Other funds holding APAM

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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

Capstone Investment Advisors's APAM Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Artisan Partners (APAM) in Q2 2026: 11,547 shares worth $399K. The stake represents ﹤0.01% of the portfolio and ranks #1334 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in APAM as recently as Q3 2016.

Capstone Investment Advisors first reported a position in APAM in Q3 2016 and has held it in 2 quarters since. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Capstone Investment Advisors held 11,547 shares of Artisan Partners worth $399K as of Q2 2026.
  • Artisan Partners was a new Capstone Investment Advisors position in Q2 2026.
  • Artisan Partners made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1334 holding.
  • Capstone Investment Advisors first reported a position in Artisan Partners in Q3 2016 and has held it in 2 quarters since.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.