Crescent Grove Advisors’s Artisan Partners APAM Stock Holding History

Crescent Grove Advisors’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	$207K	Hold	6,000	–	–	0.02%	287
2026 Q1	$218K	Hold	6,000	–	–	0.02%	283
2025 Q4	$244K	Hold	6,000	–	–	0.02%	262
2025 Q3	$260K	Hold	6,000	–	–	0.02%	258
2025 Q2	$266K	Hold	6,000	–	–	0.03%	244
2025 Q1	$235K	Hold	6,000	–	–	0.02%	242
2024 Q4	$258K	Sell	6,000 -5,200	-46%	-$238K	0.03%	240
2024 Q3	$485K	Hold	11,200	–	–	0.05%	168
2024 Q2	$462K	Sell	11,200 -1,400	-11%	-$60.4K	0.05%	172
2024 Q1	$577K	Buy	12,600 +800	+7%	+$34.4K	0.06%	166
2023 Q4	$521K	Sell	11,800 -1,800	-13%	-$67.9K	0.06%	167
2023 Q3	$509K	Hold	13,600	–	–	0.06%	170
2023 Q2	$535K	Sell	13,600 -4,050	-23%	-$140K	0.06%	164
2023 Q1	$564K	Hold	17,650	–	–	0.07%	155
2022 Q4	$524K	Sell	17,650 -1,650	-9%	-$50.7K	0.05%	171
2022 Q3	$520K	Buy	+19,300	New	+$679K	0.06%	155

Other funds holding APAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Crescent Grove Advisors's APAM Position: Q2 2026 in Review

Crescent Grove Advisors held its Artisan Partners (APAM) position steady in Q2 2026 at 6,000 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #287.

Crescent Grove Advisors first reported a position in APAM in Q3 2022 and has held it in 16 quarters since. The position peaked at $577K in Q1 2024. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Crescent Grove Advisors held 6,000 shares of Artisan Partners worth $207K as of Q2 2026.
Crescent Grove Advisors left its Artisan Partners share count unchanged in Q2 2026.
Artisan Partners made up 0.02% of Crescent Grove Advisors's portfolio in Q2 2026, its #287 holding.
Crescent Grove Advisors first reported a position in Artisan Partners in Q3 2022 and has held it in 16 quarters since.
Crescent Grove Advisors's Artisan Partners position peaked at $577K in Q1 2024.
381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.