Cetera Investment Advisers
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Cetera Investment Advisers’s Artisan Partners APAM Stock Holding History

Cetera Investment Advisers’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 		$1.32M Buy
38,332
+2,415
+7% +$88.8K ﹤0.01% 2765
2026
Q1 		$1.31M Buy
35,917
+2,130
+6% +$87.1K ﹤0.01% 2670
2025
Q4 		$1.38M Buy
33,787
+120
+0.4% +$5.12K ﹤0.01% 2548
2025
Q3 		$1.46M Buy
33,667
+9,895
+42% +$456K ﹤0.01% 2443
2025
Q2 		$1.05M Buy
23,772
+5,556
+31% +$222K ﹤0.01% 2331
2025
Q1 		$712K Buy
18,216
+541
+3% +$22.9K ﹤0.01% 2549
2024
Q4 		$761K Sell
17,675
-922
-5% -$42.1K ﹤0.01% 2360
2024
Q3 		$806K Buy
18,597
+1,566
+9% +$64.6K ﹤0.01% 2273
2024
Q2 		$703K Sell
17,031
-2,793
-14% -$121K ﹤0.01% 2332
2024
Q1 		$907K Buy
19,824
+6,729
+51% +$289K ﹤0.01% 2155
2023
Q4 		$579K Sell
13,095
-312
-2% -$11.8K ﹤0.01% 1412
2023
Q3 		$502K Buy
13,407
+125
+0.9% +$4.85K ﹤0.01% 1415
2023
Q2 		$522K Buy
+13,282
New +$459K ﹤0.01% 1427
2022
Q1 		– Sell
-4,645
Closed -$221K – 1877
2021
Q4 		$221K Sell
4,645
-4,155
-47% -$199K ﹤0.01% 1665
2021
Q3 		$430K Sell
8,800
-1,472
-14% -$74.3K 0.01% 1236
2021
Q2 		$522K Buy
10,272
+1,449
+16% +$76.2K 0.01% 1103
2021
Q1 		$460K Buy
8,823
+546
+7% +$27.9K 0.01% 1028
2020
Q4 		$417K Buy
8,277
+1,069
+15% +$48.6K 0.01% 1053
2020
Q3 		$281K Buy
+7,208
New +$264K 0.02% 517

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

Cetera Investment Advisers's APAM Position: Q2 2026 in Review

Cetera Investment Advisers increased its Artisan Partners (APAM) stake by 6.7% in Q2 2026, buying an estimated $88.8K and bringing the position to 38,332 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #2765.

Cetera Investment Advisers first reported a position in APAM in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.46M in Q3 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Cetera Investment Advisers held 38,332 shares of Artisan Partners worth $1.32M as of Q2 2026.
  • Cetera Investment Advisers bought 2,415 Artisan Partners shares in Q2 2026, an estimated $88.8K.
  • Artisan Partners made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2765 holding.
  • Cetera Investment Advisers first reported a position in Artisan Partners in Q3 2020 and has held it in 19 quarters since.
  • Cetera Investment Advisers's Artisan Partners position peaked at $1.46M in Q3 2025.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.