DiNuzzo Private Wealth’s Artisan Partners APAM Stock Holding History

DiNuzzo Private Wealth’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	$208	Hold	6	–	–	﹤0.01%	1247
2026 Q1	$219	Hold	6	–	–	﹤0.01%	1231
2025 Q4	$245	Sell	6 -1	-14%	-$43	﹤0.01%	1235
2025 Q3	$328	Hold	7	–	–	﹤0.01%	1189
2025 Q2	$311	Sell	7 -1	-13%	-$40	﹤0.01%	1191
2025 Q1	$313	Buy	8 +2	+33%	+$85	﹤0.01%	1174
2024 Q4	$259	Sell	6 -1	-14%	-$46	﹤0.01%	1240
2024 Q3	$304	Hold	7	–	–	﹤0.01%	1237
2024 Q2	$289	Buy	7 +1	+17%	+$43	﹤0.01%	1195
2024 Q1	$275	Buy	6 +1	+20%	+$43	﹤0.01%	1145
2023 Q4	$221	Buy	+5	New	+$189	﹤0.01%	1206

Other funds holding APAM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return