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 Q3	$296K	Sell	8,202 -1,025	-11%	-$40.5K	0.02%	429
2026 Q2	$319K	Sell	9,227 -463	-5%	-$17K	0.04%	162
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	–	152
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Curated Wealth Partners's APAM Position: Q3 2026 in Review

Curated Wealth Partners reduced its Artisan Partners (APAM) stake by 11% in Q3 2026, selling an estimated $40.5K and leaving 8,202 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #429.

Curated Wealth Partners first reported a position in APAM in Q4 2020 and has held it in 23 quarters since. The position peaked at $436K in Q4 2023. 251 funds tracked by Wall St. Rank hold APAM as of Q3 2026.

Curated Wealth Partners held 8,202 shares of Artisan Partners worth $296K as of Q3 2026.
Curated Wealth Partners sold 1,025 Artisan Partners shares in Q3 2026, an estimated $40.5K.
Artisan Partners made up 0.02% of Curated Wealth Partners's portfolio in Q3 2026, its #429 holding.
Curated Wealth Partners first reported a position in Artisan Partners in Q4 2020 and has held it in 23 quarters since.
Curated Wealth Partners's Artisan Partners position peaked at $436K in Q4 2023.
251 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.