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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
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 $6.73T 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

Covestor's APAM Position: Q2 2026 in Review

Covestor increased its Artisan Partners (APAM) stake by 298% in Q2 2026, buying an estimated $34.6K and bringing the position to 1,255 shares worth $43K. The position accounts for 0.02% of the portfolio, ranked #869.

Covestor first reported a position in APAM in Q4 2021 and has held it in 19 quarters since. The position peaked at $60K in Q2 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Covestor held 1,255 shares of Artisan Partners worth $43K as of Q2 2026.
  • Covestor bought 940 Artisan Partners shares in Q2 2026, an estimated $34.6K.
  • Artisan Partners made up 0.02% of Covestor's portfolio in Q2 2026, its #869 holding.
  • Covestor first reported a position in Artisan Partners in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Artisan Partners position peaked at $60K in Q2 2025.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.