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Choreo LLC’s Artisan Partners APAM Stock Holding History

Choreo LLC’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 		$313K Sell
9,069
-312
-3% -$11.5K ﹤0.01% 1277
2026
Q1 		$341K Buy
9,381
+365
+4% +$14.9K ﹤0.01% 1168
2025
Q4 		$370K Buy
9,016
+388
+4% +$16.6K ﹤0.01% 1082
2025
Q3 		$374K Sell
8,628
-54
-0.6% -$2.49K ﹤0.01% 1093
2025
Q2 		$385K Buy
+8,682
New +$347K 0.01% 1039
2025
Q1 		– Sell
-6,820
Closed -$295K – 1452
2024
Q4 		$295K Buy
+6,820
New +$312K ﹤0.01% 1198

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 $3.37T AUM 44.26% 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

Choreo LLC's APAM Position: Q2 2026 in Review

Choreo LLC reduced its Artisan Partners (APAM) stake by 3.3% in Q2 2026, selling an estimated $11.5K and leaving 9,069 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Choreo LLC first reported a position in APAM in Q4 2024 and has held it in 6 quarters since. The position peaked at $385K in Q2 2025. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Choreo LLC held 9,069 shares of Artisan Partners worth $313K as of Q2 2026.
  • Choreo LLC sold 312 Artisan Partners shares in Q2 2026, an estimated $11.5K.
  • Artisan Partners made up ﹤0.01% of Choreo LLC's portfolio in Q2 2026, its #1277 holding.
  • Choreo LLC first reported a position in Artisan Partners in Q4 2024 and has held it in 6 quarters since.
  • Choreo LLC's Artisan Partners position peaked at $385K in Q2 2025.
  • 382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.