Carolina Wealth Advisors
APAM icon

Carolina Wealth Advisors’s Artisan Partners APAM Stock Holding History

Carolina Wealth 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
Q3 		$2.08M Buy
57,579
+1,002
+2% +$39.6K 0.79% 47
2026
Q2 		$1.95M Sell
56,577
-661
-1% -$24.3K 0.77% 52
2026
Q1 		$2.08M Buy
57,238
+55,966
+4,400% +$2.29M 0.87% 46
2025
Q4 		$51.8K Sell
1,272
-1
-0.1% -$43 0.02% 119
2025
Q3 		$55.2K Buy
+1,273
New +$58.7K 0.02% 110

Other funds holding APAM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Carolina Wealth Advisors's APAM Position: Q3 2026 in Review

Carolina Wealth Advisors increased its Artisan Partners (APAM) stake by 1.8% in Q3 2026, buying an estimated $39.6K and bringing the position to 57,579 shares worth $2.08M. The position accounts for 0.79% of the portfolio, ranked #47.

Carolina Wealth Advisors first reported a position in APAM in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.08M in Q1 2026. 223 funds tracked by Wall St. Rank hold APAM as of Q3 2026.

  • Carolina Wealth Advisors held 57,579 shares of Artisan Partners worth $2.08M as of Q3 2026.
  • Carolina Wealth Advisors bought 1,002 Artisan Partners shares in Q3 2026, an estimated $39.6K.
  • Artisan Partners made up 0.79% of Carolina Wealth Advisors's portfolio in Q3 2026, its #47 holding.
  • Carolina Wealth Advisors first reported a position in Artisan Partners in Q3 2025 and has held it in 5 quarters since.
  • Carolina Wealth Advisors's Artisan Partners position peaked at $2.08M in Q1 2026.
  • 223 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2026.

Based on Carolina Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.