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 Q2	$336K	Buy	9,741 +1,132	+13%	+$41.6K	0.01%	521
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 $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Dana Investment Advisors's APAM Position: Q2 2026 in Review

Dana Investment Advisors increased its Artisan Partners (APAM) stake by 13% in Q2 2026, buying an estimated $41.6K and bringing the position to 9,741 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #521.

Dana Investment Advisors first reported a position in APAM in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.56M in Q4 2023. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Dana Investment Advisors held 9,741 shares of Artisan Partners worth $336K as of Q2 2026.
Dana Investment Advisors bought 1,132 Artisan Partners shares in Q2 2026, an estimated $41.6K.
Artisan Partners made up 0.01% of Dana Investment Advisors's portfolio in Q2 2026, its #521 holding.
Dana Investment Advisors first reported a position in Artisan Partners in Q2 2022 and has held it in 17 quarters since.
Dana Investment Advisors's Artisan Partners position peaked at $2.56M in Q4 2023.
382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.