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CoreCap Advisors’s Artisan Partners APAM Stock Holding History

CoreCap 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
2025
Q2 		– Sell
-37
Closed -$1.45K – 2783
2025
Q1 		$1.45K Buy
37
+25
+208% +$1.06K ﹤0.01% 2441
2024
Q4 		$517 Sell
12
-15
-56% -$685 ﹤0.01% 2495
2024
Q3 		$1.17K Buy
27
+12
+80% +$495 ﹤0.01% 2247
2024
Q2 		$619 Buy
+15
New +$647 ﹤0.01% 1429

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
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

CoreCap Advisors's APAM Position: Q2 2025 in Review

CoreCap Advisors sold out of Artisan Partners (APAM) in Q2 2025, closing a stake of 37 shares — an estimated $1.45K sold.

CoreCap Advisors first reported a position in APAM in Q2 2024 and held it in 4 quarters. The position peaked at $1.45K in Q1 2025. 367 funds tracked by Wall St. Rank hold APAM as of Q2 2025.

  • CoreCap Advisors reported no remaining Artisan Partners position as of Q2 2025 after selling out during the quarter.
  • CoreCap Advisors sold 37 Artisan Partners shares in Q2 2025, an estimated $1.45K.
  • CoreCap Advisors first reported a position in Artisan Partners in Q2 2024 and held it in 4 quarters.
  • CoreCap Advisors's Artisan Partners position peaked at $1.45K in Q1 2025.
  • 367 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2025.

Based on CoreCap Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.