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 Q2	$3.96M	Sell	114,667 -103,346	-47%	-$3.8M	0.12%	326
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 $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Edgestream Partners's APAM Position: Q2 2026 in Review

Edgestream Partners reduced its Artisan Partners (APAM) stake by 47% in Q2 2026, selling an estimated $3.8M and leaving 114,667 shares worth $3.96M. The position accounts for 0.12% of the portfolio, ranked #326.

Edgestream Partners first reported a position in APAM in Q2 2023 and has held it in 9 quarters since. The position peaked at $7.93M in Q1 2026. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Edgestream Partners held 114,667 shares of Artisan Partners worth $3.96M as of Q2 2026.
Edgestream Partners sold 103,346 Artisan Partners shares in Q2 2026, an estimated $3.8M.
Artisan Partners made up 0.12% of Edgestream Partners's portfolio in Q2 2026, its #326 holding.
Edgestream Partners first reported a position in Artisan Partners in Q2 2023 and has held it in 9 quarters since.
Edgestream Partners's Artisan Partners position peaked at $7.93M in Q1 2026.
381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.