Creative Planning
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Creative Planning’s Artisan Partners APAM Stock Holding History

Creative Planning’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 		$4.31M Buy
118,521
+78,178
+194% +$3.2M ﹤0.01% 1318
2025
Q4 		$1.64M Buy
40,343
+2,589
+7% +$110K ﹤0.01% 1881
2025
Q3 		$1.64M Buy
+37,754
New +$1.74M ﹤0.01% 1700
2024
Q4 		– Sell
-7,682
Closed -$333K – 3588
2024
Q3 		$333K Sell
7,682
-461
-6% -$19K ﹤0.01% 2443
2024
Q2 		$336K Sell
8,143
-3,953
-33% -$171K ﹤0.01% 2262
2024
Q1 		$554K Buy
12,096
+5,121
+73% +$220K ﹤0.01% 1785
2023
Q4 		$308K Buy
6,975
+1,000
+17% +$37.7K ﹤0.01% 2070
2023
Q3 		$224K Sell
5,975
-3,614
-38% -$140K ﹤0.01% 2157
2023
Q2 		$377K Buy
+9,589
New +$331K ﹤0.01% 1738
2021
Q2 		– Sell
-22,490
Closed -$1.17M – 2087
2021
Q1 		$1.17M Buy
22,490
+3,213
+17% +$164K ﹤0.01% 949
2020
Q4 		$970K Buy
19,277
+127
+0.7% +$5.77K ﹤0.01% 968
2020
Q3 		$747K Hold
19,150
– – ﹤0.01% 931
2020
Q2 		$622K Buy
+19,150
New +$531K ﹤0.01% 932
2017
Q2 		– Sell
-90
Closed -$2K – 4599
2017
Q1 		$2K Buy
90
+51
+131% +$1.46K ﹤0.01% 4257
2016
Q4 		$1K Buy
39
+13
+50% +$371 ﹤0.01% 4391
2016
Q3 		$1K Buy
+26
New +$710 ﹤0.01% 4346
2015
Q4 		– Sell
-41
Closed -$1K – 4396
2015
Q3 		$1K Buy
+41
New +$1.77K ﹤0.01% 4066
2014
Q4 		– Sell
-33
Closed -$2K – 4139
2014
Q3 		$2K Sell
33
-31
-48% -$1.67K ﹤0.01% 3628
2014
Q2 		$4K Sell
64
-2,436
-97% -$139K ﹤0.01% 3286
2014
Q1 		$161K Buy
+2,500
New +$161K ﹤0.01% 1110

Other funds holding APAM

BlackRock
BlackRock New York $5.72T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Creative Planning's APAM Position: Q1 2026 in Review

Creative Planning increased its Artisan Partners (APAM) stake by 194% in Q1 2026, buying an estimated $3.2M and bringing the position to 118,521 shares worth $4.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Creative Planning first reported a position in APAM in Q1 2014 and has held it in 20 quarters since. 383 funds tracked by Wall St. Rank hold APAM as of Q1 2026.

  • Creative Planning held 118,521 shares of Artisan Partners worth $4.31M as of Q1 2026.
  • Creative Planning bought 78,178 Artisan Partners shares in Q1 2026, an estimated $3.2M.
  • Artisan Partners made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1318 holding.
  • Creative Planning first reported a position in Artisan Partners in Q1 2014 and has held it in 20 quarters since.
  • 383 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.