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Clearstead Trust’s Artisan Partners APAM Stock Holding History

Clearstead Trust’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
Q4 		– Sell
-6
Closed -$261 – 1040
2025
Q3 		$261 Hold
6
– – ﹤0.01% 1476
2025
Q2 		$266 Buy
+6
New +$240 ﹤0.01% 1442

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Clearstead Trust's APAM Position: Q4 2025 in Review

Clearstead Trust sold out of Artisan Partners (APAM) in Q4 2025, closing a stake of 6 shares — an estimated $261 sold.

Clearstead Trust first reported a position in APAM in Q2 2025 and held it in 2 quarters. The position peaked at $266 in Q2 2025. 380 funds tracked by Wall St. Rank hold APAM as of Q4 2025.

  • Clearstead Trust reported no remaining Artisan Partners position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 6 Artisan Partners shares in Q4 2025, an estimated $261.
  • Clearstead Trust first reported a position in Artisan Partners in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Artisan Partners position peaked at $266 in Q2 2025.
  • 380 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.