Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
DIA
Dana Investment Advisors’s
Artisan Partners
APAM
Stock Holding History
Dana Investment 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
Q1
$313K
Sell
8,609
-500
-5%
-$20.4K
0.01%
505
2025
Q4
$371K
Sell
9,109
-1,320
-13%
-$56.3K
0.01%
497
2025
Q3
$453K
Sell
10,429
-1,680
-14%
-$77.4K
0.01%
471
2025
Q2
$537K
Buy
12,109
+76
+0.6%
+$3.04K
0.02%
447
2025
Q1
$470K
Hold
12,033
–
–
0.02%
450
2024
Q4
$518K
Sell
12,033
-25
-0.2%
-$1.14K
0.02%
454
2024
Q3
$522K
Sell
12,058
-17
-0.1%
-$702
0.02%
444
2024
Q2
$498K
Sell
12,075
-43,262
-78%
-$1.87M
0.02%
434
2024
Q1
$2.53M
Sell
55,337
-2,650
-5%
-$114K
0.08%
257
2023
Q4
$2.56M
Sell
57,987
-108
-0.2%
-$4.08K
0.12%
140
2023
Q3
$2.17M
Buy
58,095
+300
+0.5%
+$11.6K
0.11%
138
2023
Q2
$2.27M
Sell
57,795
-300
-0.5%
-$10.4K
0.11%
129
2023
Q1
$1.86M
Buy
58,095
+117
+0.2%
+$3.92K
0.09%
145
2022
Q4
$1.72M
Sell
57,978
-11,590
-17%
-$356K
0.09%
147
2022
Q3
$1.87M
Sell
69,568
-1,781
-2%
-$62.6K
0.11%
132
2022
Q2
$2.54M
Buy
+71,349
New
+$2.6M
0.13%
117
Other funds holding APAM
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VNIM
Vaughan Nelson Investment Management
Houston, Texas
$9.96B AUM
41%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
CCM
Channing Capital Management
Chicago, Illinois
$3.91B AUM
34.32%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close