Commonwealth Equity Services
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Commonwealth Equity Services’s Artisan Partners APAM Stock Holding History

Commonwealth Equity Services’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 		$302K Sell
8,759
-972
-10% -$35.8K ﹤0.01% 3752
2026
Q1 		$354K Sell
9,731
-1,560
-14% -$63.8K ﹤0.01% 3526
2025
Q4 		$460K Sell
11,291
-426
-4% -$18.2K ﹤0.01% 3233
2025
Q3 		$509K Buy
11,717
+742
+7% +$34.2K ﹤0.01% 3160
2025
Q2 		$487K Buy
10,975
+1,246
+13% +$49.8K ﹤0.01% 3153
2025
Q1 		$380K Buy
9,729
+818
+9% +$34.7K ﹤0.01% 3275
2024
Q4 		$384K Buy
8,911
+618
+7% +$28.2K ﹤0.01% 3186
2024
Q3 		$359K Sell
8,293
-1,026
-11% -$42.3K ﹤0.01% 3193
2024
Q2 		$385K Sell
9,319
-11,926
-56% -$515K ﹤0.01% 3069
2024
Q1 		$972K Buy
21,245
+13,568
+177% +$583K ﹤0.01% 2259
2023
Q4 		$339K Sell
7,677
-420
-5% -$15.8K ﹤0.01% 3068
2023
Q3 		$303K Buy
8,097
+397
+5% +$15.4K ﹤0.01% 3029
2023
Q2 		$303K Sell
7,700
-962
-11% -$33.2K ﹤0.01% 3051
2023
Q1 		$277K Buy
8,662
+483
+6% +$16.2K ﹤0.01% 3029
2022
Q4 		$242K Sell
8,179
-193
-2% -$5.93K ﹤0.01% 3056
2022
Q3 		$225K Sell
8,372
-526
-6% -$18.5K ﹤0.01% 3067
2022
Q2 		$316K Sell
8,898
-239
-3% -$8.69K ﹤0.01% 2790
2022
Q1 		$359K Sell
9,137
-1,429
-14% -$58.1K ﹤0.01% 2806
2021
Q4 		$503K Buy
10,566
+2,246
+27% +$108K ﹤0.01% 2511
2021
Q3 		$407K Buy
8,320
+199
+2% +$10K ﹤0.01% 2634
2021
Q2 		$412K Buy
8,121
+1,871
+30% +$98.3K ﹤0.01% 2615
2021
Q1 		$326K Buy
6,250
+591
+10% +$30.2K ﹤0.01% 2691
2020
Q4 		$284K Buy
+5,659
New +$257K ﹤0.01% 2627

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

Commonwealth Equity Services's APAM Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Artisan Partners (APAM) stake by 10% in Q2 2026, selling an estimated $35.8K and leaving 8,759 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #3752.

Commonwealth Equity Services first reported a position in APAM in Q4 2020 and has held it in 23 quarters since. The position peaked at $972K in Q1 2024. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Commonwealth Equity Services held 8,759 shares of Artisan Partners worth $302K as of Q2 2026.
  • Commonwealth Equity Services sold 972 Artisan Partners shares in Q2 2026, an estimated $35.8K.
  • Artisan Partners made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3752 holding.
  • Commonwealth Equity Services first reported a position in Artisan Partners in Q4 2020 and has held it in 23 quarters since.
  • Commonwealth Equity Services's Artisan Partners position peaked at $972K in Q1 2024.
  • 382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.