Cerity Partners

Cerity Partners’s Artisan Partners APAM Stock Holding History

Cerity Partners’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 Q1	$718K	Buy	19,718 +11,198	+131%	+$458K	﹤0.01%	2060
2025 Q4	$347K	Sell	8,520 -284	-3%	-$12.1K	﹤0.01%	2316
2025 Q3	$382K	Sell	8,804 -682	-7%	-$31.4K	﹤0.01%	2134
2025 Q2	$421K	Sell	9,486 -1,864	-16%	-$74.5K	﹤0.01%	1960
2025 Q1	$444K	Sell	11,350 -3,530	-24%	-$150K	﹤0.01%	1836
2024 Q4	$644K	Sell	14,880 -377	-2%	-$17.2K	﹤0.01%	1624
2024 Q3	$661K	Buy	+15,257	New	+$630K	﹤0.01%	1619
2024 Q2	–	Sell	-15,818	Closed	-$724K	–	2235
2024 Q1	$724K	Buy	+15,818	New	+$679K	﹤0.01%	1424
2023 Q3	–	Sell	-10,567	Closed	-$415K	–	1408
2023 Q2	$415K	Buy	10,567 +2,197	+26%	+$75.9K	﹤0.01%	1260
2023 Q1	$266K	Buy	+8,370	New	+$281K	﹤0.01%	1588
2022 Q3	–	Sell	-7,041	Closed	-$251K	–	1179
2022 Q2	$251K	Sell	7,041 -31	-0.4%	-$1.13K	﹤0.01%	980
2022 Q1	$278K	Buy	+7,072	New	+$287K	﹤0.01%	753

Other funds holding APAM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return