CFO
APAM icon

CVA Family Office’s Artisan Partners APAM Stock Holding History

CVA Family Office’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 		$3K Buy
87
+28
+47% +$1.03K ﹤0.01% 1429
2026
Q1 		$2.15K Buy
59
+16
+37% +$654 ﹤0.01% 1509
2025
Q4 		$1.75K Hold
43
– – ﹤0.01% 1021
2025
Q3 		$1.87K Hold
43
– – ﹤0.01% 1018
2025
Q2 		$1.91K Buy
+43
New +$1.72K ﹤0.01% 1001
2025
Q1 		– Sell
-69
Closed -$2.97K – 1395
2024
Q4 		$2.97K Hold
69
– – ﹤0.01% 943
2024
Q3 		$2.99K Hold
69
– – ﹤0.01% 924
2024
Q2 		$2.85K Buy
+69
New +$2.98K ﹤0.01% 907

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
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

CVA Family Office's APAM Position: Q2 2026 in Review

CVA Family Office increased its Artisan Partners (APAM) stake by 47% in Q2 2026, buying an estimated $1.03K and bringing the position to 87 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

CVA Family Office first reported a position in APAM in Q2 2024 and has held it in 8 quarters since. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • CVA Family Office held 87 shares of Artisan Partners worth $3K as of Q2 2026.
  • CVA Family Office bought 28 Artisan Partners shares in Q2 2026, an estimated $1.03K.
  • Artisan Partners made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1429 holding.
  • CVA Family Office first reported a position in Artisan Partners in Q2 2024 and has held it in 8 quarters since.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.