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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
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

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Carolina Wealth Advisors's APAM Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Artisan Partners (APAM) stake by 1.2% in Q2 2026, selling an estimated $24.3K and leaving 56,577 shares worth $1.95M. The position accounts for 0.77% of the portfolio, ranked #52.

Carolina Wealth Advisors first reported a position in APAM in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.08M in Q1 2026. 40 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Carolina Wealth Advisors held 56,577 shares of Artisan Partners worth $1.95M as of Q2 2026.
  • Carolina Wealth Advisors sold 661 Artisan Partners shares in Q2 2026, an estimated $24.3K.
  • Artisan Partners made up 0.77% of Carolina Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • Carolina Wealth Advisors first reported a position in Artisan Partners in Q3 2025 and has held it in 4 quarters since.
  • Carolina Wealth Advisors's Artisan Partners position peaked at $2.08M in Q1 2026.
  • 40 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.