Curated Wealth Partners’s Artisan Partners APAM Stock Holding History

Curated Wealth Partners’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	–	Sell	-9,690	Closed	-$353K	–	840
2026 Q1	$353K	Hold	9,690	–	–	0.04%	137
2025 Q4	$395K	Buy	9,690 +2,313	+31%	+$98.7K	0.04%	133
2025 Q3	$320K	Hold	7,377	–	–	0.04%	120
2025 Q2	$327K	Hold	7,377	–	–	0.04%	120
2025 Q1	$288K	Hold	7,377	–	–	0.04%	126
2024 Q4	$318K	Hold	7,377	–	–	0.04%	111
2024 Q3	$320K	Hold	7,377	–	–	0.04%	103
2024 Q2	$304K	Buy	+7,377	New	+$318K	0.04%	109
2024 Q1	–	Sell	-9,872	Closed	-$424K	–	153
2023 Q4	$436K	Hold	9,872	–	–	0.07%	96
2023 Q3	$369K	Hold	9,872	–	–	0.07%	91
2023 Q2	$388K	Hold	9,872	–	–	0.08%	85
2023 Q1	$316K	Hold	9,872	–	–	0.07%	97
2022 Q4	$293K	Sell	9,872 -238	-2%	-$7.31K	0.07%	96
2022 Q3	$272K	Hold	10,110	–	–	0.08%	102
2022 Q2	$359K	Buy	10,110 +5,245	+108%	+$191K	0.11%	86
2022 Q1	$233K	Hold	4,865	–	–	0.08%	125
2021 Q4	$233K	Sell	4,865 -892	-15%	-$42.8K	0.08%	129
2021 Q3	$282K	Hold	5,757	–	–	0.16%	116
2021 Q2	$293K	Buy	5,757 +388	+7%	+$20.4K	0.16%	113
2021 Q1	$280K	Buy	5,369 +504	+10%	+$25.7K	0.17%	111
2020 Q4	$245K	Buy	+4,865	New	+$221K	0.16%	122

Other funds holding APAM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return