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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
2024
Q2 		– Sell
-9,167
Closed -$420K – 147
2024
Q1 		$420K Buy
+9,167
New +$394K 0.06% 96

Other funds holding APAM

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
RBC
Romano Brothers & Co Evanston, Illinois $994M AUM 41.36% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Curated Wealth Partners's APAM Position: Q2 2026 in Review

Curated Wealth Partners sold out of Artisan Partners (APAM) in Q2 2026, closing a stake of 9,690 shares — an estimated $353K sold.

Curated Wealth Partners first reported a position in APAM in Q4 2020 and held it in 21 quarters. The position peaked at $436K in Q4 2023. 84 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Curated Wealth Partners reported no remaining Artisan Partners position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 9,690 Artisan Partners shares in Q2 2026, an estimated $353K.
  • Curated Wealth Partners first reported a position in Artisan Partners in Q4 2020 and held it in 21 quarters.
  • Curated Wealth Partners's Artisan Partners position peaked at $436K in Q4 2023.
  • 84 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.