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Dogwood Wealth Management’s Artisan Partners APAM Stock Holding History

Dogwood Wealth Management’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 		$518 Sell
15
-5,005
-100% -$184K ﹤0.01% 805
2026
Q1 		$183K Sell
5,020
-998
-17% -$40.8K 0.08% 90
2025
Q4 		$245K Sell
6,018
-1,167
-16% -$49.8K 0.11% 89
2025
Q3 		$312K Sell
7,185
-3,656
-34% -$169K 0.14% 77
2025
Q2 		$506K Sell
10,841
-5,145
-32% -$206K 0.25% 71
2025
Q1 		$625K Buy
15,986
+3,194
+25% +$135K 0.33% 75
2024
Q4 		$551K Buy
12,792
+993
+8% +$45.4K 0.29% 75
2024
Q3 		$511K Buy
11,799
+7,040
+148% +$291K 0.29% 63
2024
Q2 		$196K Buy
4,759
+2,373
+99% +$102K 0.12% 81
2024
Q1 		$109K Buy
2,386
+572
+32% +$24.6K 0.07% 99
2023
Q4 		$80.1K Buy
+1,814
New +$68.4K 0.06% 108

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

Dogwood Wealth Management's APAM Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Artisan Partners (APAM) stake by 100% in Q2 2026, selling an estimated $184K and leaving 15 shares worth $518. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Dogwood Wealth Management first reported a position in APAM in Q4 2023 and has held it in 11 quarters since. The position peaked at $625K in Q1 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Dogwood Wealth Management held 15 shares of Artisan Partners worth $518 as of Q2 2026.
  • Dogwood Wealth Management sold 5,005 Artisan Partners shares in Q2 2026, an estimated $184K.
  • Artisan Partners made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #805 holding.
  • Dogwood Wealth Management first reported a position in Artisan Partners in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Artisan Partners position peaked at $625K in Q1 2025.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.