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Clearstead Advisors’s Artisan Partners APAM Stock Holding History

Clearstead Advisors’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 		$2.56K Buy
+74
New +$2.72K ﹤0.01% 2392
2025
Q4 		– Sell
-46
Closed -$2K – 2772
2025
Q3 		$2K Hold
46
– – ﹤0.01% 2449
2025
Q2 		$2.04K Buy
+46
New +$1.84K ﹤0.01% 2320

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

Clearstead Advisors's APAM Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Artisan Partners (APAM) in Q2 2026: 74 shares worth $2.56K. The stake represents ﹤0.01% of the portfolio and ranks #2392 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in APAM as recently as Q3 2025.

Clearstead Advisors first reported a position in APAM in Q2 2025 and has held it in 3 quarters since. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Clearstead Advisors held 74 shares of Artisan Partners worth $2.56K as of Q2 2026.
  • Artisan Partners was a new Clearstead Advisors position in Q2 2026.
  • Artisan Partners made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2392 holding.
  • Clearstead Advisors first reported a position in Artisan Partners in Q2 2025 and has held it in 3 quarters since.
  • 382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.