Cerity Partners
APAM icon

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
Q2 		$764K Buy
22,135
+2,417
+12% +$88.9K ﹤0.01% 2161
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Cerity Partners's APAM Position: Q2 2026 in Review

Cerity Partners increased its Artisan Partners (APAM) stake by 12% in Q2 2026, buying an estimated $88.9K and bringing the position to 22,135 shares worth $764K. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

Cerity Partners first reported a position in APAM in Q1 2022 and has held it in 13 quarters since. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Cerity Partners held 22,135 shares of Artisan Partners worth $764K as of Q2 2026.
  • Cerity Partners bought 2,417 Artisan Partners shares in Q2 2026, an estimated $88.9K.
  • Artisan Partners made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2161 holding.
  • Cerity Partners first reported a position in Artisan Partners in Q1 2022 and has held it in 13 quarters since.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.