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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
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
New York
$5.7T AUM
30.48%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VNIM
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
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
CCM
Channing Capital Management
Chicago, Illinois
$3.91B AUM
34.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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