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 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%	2200
2024 Q3	$0	Hold	4	–	–	﹤0.01%	2177
2024 Q2	$0	Sell	4 -662	-99%	-$28.6K	﹤0.01%	2211
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%	2084
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 New York $5.7T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return