Chase Investment Counsel’s Artisan Partners APAM Stock Holding History

Chase Investment Counsel’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
2025 Q2	–	Sell	-26,000	Closed	-$1.02M	–	132
2025 Q1	$1.02M	Hold	26,000	–	–	0.37%	69
2024 Q4	$1.12M	Hold	26,000	–	–	0.36%	65
2024 Q3	$1.13M	Hold	26,000	–	–	0.38%	68
2024 Q2	$1.07M	Hold	26,000	–	–	0.38%	64
2024 Q1	$1.19M	Hold	26,000	–	–	0.44%	61
2023 Q4	$1.15M	Buy	26,000 +6,600	+34%	+$249K	0.51%	52
2023 Q3	$725K	Buy	+19,400	New	+$752K	0.36%	69

Other funds holding APAM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

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

CCM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Chase Investment Counsel's APAM Position: Q2 2025 in Review

Chase Investment Counsel sold out of Artisan Partners (APAM) in Q2 2025, closing a stake of 26,000 shares — an estimated $1.02M sold.

Chase Investment Counsel first reported a position in APAM in Q3 2023 and held it in 7 quarters. The position peaked at $1.19M in Q1 2024. 367 funds tracked by Wall St. Rank hold APAM as of Q2 2025.

Chase Investment Counsel reported no remaining Artisan Partners position as of Q2 2025 after selling out during the quarter.
Chase Investment Counsel sold 26,000 Artisan Partners shares in Q2 2025, an estimated $1.02M.
Chase Investment Counsel first reported a position in Artisan Partners in Q3 2023 and held it in 7 quarters.
Chase Investment Counsel's Artisan Partners position peaked at $1.19M in Q1 2024.
367 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2025.

Based on Chase Investment Counsel's 13F filing for Q2 2025, filed 5 Aug 2025.