Covestor
APAM icon

Covestor’s Artisan Partners APAM Stock Holding History

Covestor’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
Q3 		$35K Sell
962
-293
-23% -$11.6K 0.02% 894
2026
Q2 		$43K Buy
1,255
+940
+298% +$34.6K 0.02% 869
2026
Q1 		$11K Sell
315
-306
-49% -$12.5K 0.01% 1332
2025
Q4 		$25K Buy
621
+137
+28% +$5.85K 0.01% 1180
2025
Q3 		$21K Sell
484
-870
-64% -$40.1K 0.01% 1249
2025
Q2 		$60K Buy
1,354
+1,350
+33,750% +$53.9K 0.04% 816
2025
Q1 		$0 Hold
4
– – ﹤0.01% 2181
2024
Q4 		$0 Hold
4
– – ﹤0.01% 2199
2024
Q3 		$0 Hold
4
– – ﹤0.01% 2177
2024
Q2 		$0 Sell
4
-662
-99% -$28.6K ﹤0.01% 2210
2024
Q1 		$30K Buy
666
+2
+0.3% +$86 0.02% 1062
2023
Q4 		$29K Buy
664
+659
+13,180% +$24.9K 0.02% 1057
2023
Q3 		$0 Sell
5
-554
-99% -$21.5K ﹤0.01% 2080
2023
Q2 		$22K Sell
559
-337
-38% -$11.6K 0.02% 1086
2023
Q1 		$29K Sell
896
-360
-29% -$12.1K 0.03% 889
2022
Q4 		$37K Buy
1,256
+426
+51% +$13.1K 0.03% 844
2022
Q3 		$22K Buy
830
+805
+3,220% +$28.3K 0.02% 963
2022
Q2 		$1K Sell
25
-9
-26% -$327 ﹤0.01% 1674
2022
Q1 		$1K Sell
34
-2
-6% -$81 ﹤0.01% 1723
2021
Q4 		$2K Buy
+36
New +$1.73K ﹤0.01% 1515

Other funds holding APAM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Covestor's APAM Position: Q3 2026 in Review

Covestor reduced its Artisan Partners (APAM) stake by 23% in Q3 2026, selling an estimated $11.6K and leaving 962 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #894.

Covestor first reported a position in APAM in Q4 2021 and has held it in 20 quarters since. The position peaked at $60K in Q2 2025. 303 funds tracked by Wall St. Rank hold APAM as of Q3 2026.

  • Covestor held 962 shares of Artisan Partners worth $35K as of Q3 2026.
  • Covestor sold 293 Artisan Partners shares in Q3 2026, an estimated $11.6K.
  • Artisan Partners made up 0.02% of Covestor's portfolio in Q3 2026, its #894 holding.
  • Covestor first reported a position in Artisan Partners in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Artisan Partners position peaked at $60K in Q2 2025.
  • 303 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.