Corient Private Wealth
APAM icon

Corient Private Wealth’s Artisan Partners APAM Stock Holding History

Corient Private Wealth’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 		$464K Sell
13,446
-390
-3% -$14.3K ﹤0.01% 2276
2026
Q1 		$504K Sell
13,836
-2,383
-15% -$97.4K ﹤0.01% 2029
2025
Q4 		$661K Buy
16,219
+10,230
+171% +$437K ﹤0.01% 1719
2025
Q3 		$260K Buy
+5,989
New +$276K ﹤0.01% 2206
2025
Q1 		– Sell
-4,931
Closed -$212K – 2286
2024
Q4 		$212K Buy
+4,931
New +$225K ﹤0.01% 2083

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

Corient Private Wealth's APAM Position: Q2 2026 in Review

Corient Private Wealth reduced its Artisan Partners (APAM) stake by 2.8% in Q2 2026, selling an estimated $14.3K and leaving 13,446 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #2276.

Corient Private Wealth first reported a position in APAM in Q4 2024 and has held it in 5 quarters since. The position peaked at $661K in Q4 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Corient Private Wealth held 13,446 shares of Artisan Partners worth $464K as of Q2 2026.
  • Corient Private Wealth sold 390 Artisan Partners shares in Q2 2026, an estimated $14.3K.
  • Artisan Partners made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2276 holding.
  • Corient Private Wealth first reported a position in Artisan Partners in Q4 2024 and has held it in 5 quarters since.
  • Corient Private Wealth's Artisan Partners position peaked at $661K in Q4 2025.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.