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Coldstream Capital Management’s Artisan Partners APAM Stock Holding History

Coldstream Capital Management’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
-2,170
Closed -$84.8K – 1237
2025
Q1 		$84.8K Buy
+2,170
New +$91.9K ﹤0.01% 1437

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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 $3.38T AUM 44.17% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Coldstream Capital Management's APAM Position: Q2 2025 in Review

Coldstream Capital Management sold out of Artisan Partners (APAM) in Q2 2025, closing a stake of 2,170 shares — an estimated $84.8K sold.

Coldstream Capital Management first reported a position in APAM in Q1 2025 and held it in 1 quarter. The position peaked at $84.8K in Q1 2025. 367 funds tracked by Wall St. Rank hold APAM as of Q2 2025.

  • Coldstream Capital Management reported no remaining Artisan Partners position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 2,170 Artisan Partners shares in Q2 2025, an estimated $84.8K.
  • Coldstream Capital Management first reported a position in Artisan Partners in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Artisan Partners position peaked at $84.8K in Q1 2025.
  • 367 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.