DiNuzzo Private Wealth
APAM icon

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
Q3 		$217 Hold
6
– – ﹤0.01% 1258
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
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DiNuzzo Private Wealth's APAM Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Artisan Partners (APAM) position steady in Q3 2026 at 6 shares worth $217. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

DiNuzzo Private Wealth first reported a position in APAM in Q4 2023 and has held it in 12 quarters since. The position peaked at $328 in Q3 2025. 36 funds tracked by Wall St. Rank hold APAM as of Q3 2026.

  • DiNuzzo Private Wealth held 6 shares of Artisan Partners worth $217 as of Q3 2026.
  • DiNuzzo Private Wealth left its Artisan Partners share count unchanged in Q3 2026.
  • Artisan Partners made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1258 holding.
  • DiNuzzo Private Wealth first reported a position in Artisan Partners in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's Artisan Partners position peaked at $328 in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.