Envestnet Asset Management’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.86M | Buy |
105,956
+9,779
| +10% | +$400K | ﹤0.01% | 2520 |
|
|
2025
Q4 | $3.92M | Sell |
96,177
-21,841
| -19% | -$932K | ﹤0.01% | 2346 |
|
|
2025
Q3 | $5.12M | Buy |
118,018
+934
| +0.8% | +$43K | ﹤0.01% | 2223 |
|
|
2025
Q2 | $5.19M | Buy |
117,084
+3,840
| +3% | +$153K | ﹤0.01% | 2176 |
|
|
2025
Q1 | $4.43M | Sell |
113,244
-207
| -0.2% | -$8.77K | ﹤0.01% | 2207 |
|
|
2024
Q4 | $4.88M | Buy |
113,451
+18,284
| +19% | +$835K | ﹤0.01% | 2117 |
|
|
2024
Q3 | $4.12M | Buy |
95,167
+55,521
| +140% | +$2.29M | ﹤0.01% | 2230 |
|
|
2024
Q2 | $1.64M | Buy |
39,646
+366
| +0.9% | +$15.8K | ﹤0.01% | 2718 |
|
|
2024
Q1 | $1.8M | Buy |
39,280
+8,323
| +27% | +$357K | ﹤0.01% | 2644 |
|
|
2023
Q4 | $1.37M | Sell |
30,957
-1,941
| -6% | -$73.2K | ﹤0.01% | 2703 |
|
|
2023
Q3 | $1.23M | Sell |
32,898
-17,302
| -34% | -$671K | ﹤0.01% | 2660 |
|
|
2023
Q2 | $1.97M | Buy |
50,200
+339
| +0.7% | +$11.7K | ﹤0.01% | 2291 |
|
|
2023
Q1 | $1.59M | Sell |
49,861
-35,201
| -41% | -$1.18M | ﹤0.01% | 2344 |
|
|
2022
Q4 | $2.53M | Buy |
85,062
+1,652
| +2% | +$50.8K | ﹤0.01% | 2011 |
|
|
2022
Q3 | $2.25M | Buy |
83,410
+6,247
| +8% | +$220K | ﹤0.01% | 2013 |
|
|
2022
Q2 | $2.75M | Sell |
77,163
-953
| -1% | -$34.7K | ﹤0.01% | 1896 |
|
|
2022
Q1 | $3.07M | Buy |
78,116
+1,531
| +2% | +$62.2K | ﹤0.01% | 1928 |
|
|
2021
Q4 | $3.65M | Buy |
76,585
+5,303
| +7% | +$255K | ﹤0.01% | 1775 |
|
|
2021
Q3 | $3.49M | Sell |
71,282
-7,642
| -10% | -$386K | ﹤0.01% | 1747 |
|
|
2021
Q2 | $4.01M | Buy |
78,924
+334
| +0.4% | +$17.6K | ﹤0.01% | 1648 |
|
|
2021
Q1 | $4.1M | Sell |
78,590
-6,611
| -8% | -$337K | ﹤0.01% | 1530 |
|
|
2020
Q4 | $4.29M | Buy |
85,201
+1,062
| +1% | +$48.3K | ﹤0.01% | 1352 |
|
|
2020
Q3 | $3.28M | Buy |
84,139
+8,868
| +12% | +$325K | ﹤0.01% | 1359 |
|
|
2020
Q2 | $2.45M | Buy |
75,271
+8,904
| +13% | +$247K | ﹤0.01% | 1461 |
|
|
2020
Q1 | $1.43M | Buy |
66,367
+13,952
| +27% | +$418K | ﹤0.01% | 1599 |
|
|
2019
Q4 | $1.69M | Sell |
52,415
-508
| -1% | -$14.7K | ﹤0.01% | 1707 |
|
|
2019
Q3 | $1.5M | Buy |
52,923
+1,366
| +3% | +$38.2K | ﹤0.01% | 1709 |
|
|
2019
Q2 | $1.42M | Buy |
51,557
+4,678
| +10% | +$125K | ﹤0.01% | 1747 |
|
|
2019
Q1 | $1.18M | Buy |
46,879
+10,111
| +27% | +$247K | ﹤0.01% | 1792 |
|
|
2018
Q4 | $813K | Buy |
+36,768
| New | +$981K | ﹤0.01% | 1867 |
|
|
2018
Q3 | – | Sell |
-13,474
| Closed | -$407K | – | 1311 |
|
|
2018
Q2 | $407K | Sell |
13,474
-2,048
| -13% | -$66.5K | ﹤0.01% | 1392 |
|
|
2018
Q1 | $517K | Sell |
15,522
-9,360
| -38% | -$338K | ﹤0.01% | 1197 |
|
|
2017
Q4 | $983K | Buy |
24,882
+2,946
| +13% | +$109K | ﹤0.01% | 1213 |
|
|
2017
Q3 | $715K | Buy |
21,936
+1,313
| +6% | +$40.8K | ﹤0.01% | 1293 |
|
|
2017
Q2 | $632K | Sell |
20,623
-1,062
| -5% | -$30.5K | ﹤0.01% | 1386 |
|
|
2017
Q1 | $600K | Buy |
21,685
+296
| +1% | +$8.49K | ﹤0.01% | 1433 |
|
|
2016
Q4 | $635K | Buy |
21,389
+2,569
| +14% | +$73.3K | ﹤0.01% | 1390 |
|
|
2016
Q3 | $512K | Sell |
18,820
-11,147
| -37% | -$304K | ﹤0.01% | 1556 |
|
|
2016
Q2 | $829K | Sell |
29,967
-2,367
| -7% | -$74.6K | ﹤0.01% | 1414 |
|
|
2016
Q1 | $997K | Buy |
32,334
+652
| +2% | +$19K | ﹤0.01% | 1309 |
|
|
2015
Q4 | $1.14M | Sell |
31,682
-7,136
| -18% | -$263K | 0.01% | 1217 |
|
|
2015
Q3 | $1.37M | Buy |
38,818
+187
| +0.5% | +$8.07K | 0.01% | 1118 |
|
|
2015
Q2 | $1.79M | Buy |
38,631
+2,686
| +7% | +$123K | 0.01% | 1111 |
|
|
2015
Q1 | $1.63M | Buy |
35,945
+35,609
| +10,598% | +$1.68M | 0.01% | 1068 |
|
|
2014
Q4 | $17K | Sell |
336
-701
| -68% | -$35K | ﹤0.01% | 1797 |
|
|
2014
Q3 | $54K | Sell |
1,037
-57
| -5% | -$3.08K | ﹤0.01% | 1492 |
|
|
2014
Q2 | $62K | Buy |
1,094
+60
| +6% | +$3.44K | ﹤0.01% | 1365 |
|
|
2014
Q1 | $66K | Sell |
1,034
-118
| -10% | -$7.59K | ﹤0.01% | 1266 |
|
|
2013
Q4 | $75K | Buy |
1,152
+244
| +27% | +$14.5K | ﹤0.01% | 1108 |
|
|
2013
Q3 | $48K | Buy |
908
+291
| +47% | +$14.9K | ﹤0.01% | 1201 |
|
|
2013
Q2 | $31K | Buy |
+617
| New | +$27.7K | ﹤0.01% | 1298 |
|
Other funds holding APAM
VPM
VCM
VNIM
CCM