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Drake & Associates’s Artisan Partners APAM Stock Holding History

Drake & Associates’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 		– Sell
-28,646
Closed -$1.04M – 110
2026
Q1 		$1.04M Sell
28,646
-13,045
-31% -$533K 0.2% 46
2025
Q4 		$1.7M Sell
41,691
-18,555
-31% -$792K 0.34% 38
2025
Q3 		$2.69M Sell
60,246
-7,362
-11% -$339K 0.56% 31
2025
Q2 		$3M Buy
67,608
+27,434
+68% +$1.1M 0.73% 21
2025
Q1 		$1.57M Buy
40,174
+9,518
+31% +$403K 0.44% 35
2024
Q4 		$1.36M Buy
30,656
+17,175
+127% +$784K 0.39% 32
2024
Q3 		$584K Buy
13,481
+1,458
+12% +$60.2K 0.19% 43
2024
Q2 		$496K Buy
12,023
+817
+7% +$35.3K 0.18% 38
2024
Q1 		$513K Sell
11,206
-313
-3% -$13.4K 0.19% 39
2023
Q4 		$509K Sell
11,519
-1,212
-10% -$45.7K 0.21% 35
2023
Q3 		$476K Buy
12,731
+1,554
+14% +$60.2K 0.22% 41
2023
Q2 		$439K Sell
11,177
-205
-2% -$7.08K 0.2% 37
2023
Q1 		$364K Buy
11,382
+506
+5% +$17K 0.18% 43
2022
Q4 		$323K Buy
10,876
+2,908
+36% +$89.4K 0.17% 49
2022
Q3 		$215K Buy
7,968
+1,495
+23% +$52.6K 0.12% 60
2022
Q2 		$230K Buy
+6,473
New +$235K 0.13% 57

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 $3.37T AUM 44.26% 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

Drake & Associates's APAM Position: Q2 2026 in Review

Drake & Associates sold out of Artisan Partners (APAM) in Q2 2026, closing a stake of 28,646 shares — an estimated $1.04M sold.

Drake & Associates first reported a position in APAM in Q2 2022 and held it in 16 quarters. The position peaked at $3M in Q2 2025. 380 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Drake & Associates reported no remaining Artisan Partners position as of Q2 2026 after selling out during the quarter.
  • Drake & Associates sold 28,646 Artisan Partners shares in Q2 2026, an estimated $1.04M.
  • Drake & Associates first reported a position in Artisan Partners in Q2 2022 and held it in 16 quarters.
  • Drake & Associates's Artisan Partners position peaked at $3M in Q2 2025.
  • 380 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Drake & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.