Edgestream Partners’s Artisan Partners APAM Stock Holding History

Edgestream Partners’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 Q1	$7.93M	Buy	218,013 +109,926	+102%	+$4.5M	0.26%	87
2025 Q4	$4.4M	Buy	108,087 +62,521	+137%	+$2.67M	0.12%	294
2025 Q3	$1.98M	Buy	+45,566	New	+$2.1M	0.06%	530
2024 Q4	–	Sell	-93,824	Closed	-$4.06M	–	849
2024 Q3	$4.06M	Buy	93,824 +49,187	+110%	+$2.03M	0.18%	182
2024 Q2	$1.84M	Sell	44,637 -114,571	-72%	-$4.94M	0.09%	360
2024 Q1	$7.29M	Buy	+159,208	New	+$6.84M	0.36%	36
2023 Q4	–	Sell	-23,743	Closed	-$888K	–	821
2023 Q3	$888K	Buy	23,743 +13,308	+128%	+$516K	0.07%	436
2023 Q2	$410K	Buy	+10,435	New	+$360K	0.04%	571

Other funds holding APAM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Edgestream Partners's APAM Position: Q1 2026 in Review

Edgestream Partners increased its Artisan Partners (APAM) stake by 102% in Q1 2026, buying an estimated $4.5M and bringing the position to 218,013 shares worth $7.93M. The position accounts for 0.26% of the portfolio, ranked #87.

Edgestream Partners first reported a position in APAM in Q2 2023 and has held it in 8 quarters since. 383 funds tracked by Wall St. Rank hold APAM as of Q1 2026.

Edgestream Partners held 218,013 shares of Artisan Partners worth $7.93M as of Q1 2026.
Edgestream Partners bought 109,926 Artisan Partners shares in Q1 2026, an estimated $4.5M.
Artisan Partners made up 0.26% of Edgestream Partners's portfolio in Q1 2026, its #87 holding.
Edgestream Partners first reported a position in Artisan Partners in Q2 2023 and has held it in 8 quarters since.
383 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.