DWM
APAM icon

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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return