Envestnet Portfolio Solutions
APAM icon

Envestnet Portfolio Solutions’s Artisan Partners APAM Stock Holding History

Envestnet Portfolio Solutions’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 		$529K Sell
15,319
-252
-2% -$9.27K ﹤0.01% 965
2026
Q1 		$567K Sell
15,571
-4,812
-24% -$197K ﹤0.01% 847
2025
Q4 		$830K Sell
20,383
-2,805
-12% -$120K ﹤0.01% 829
2025
Q3 		$1.01M Sell
23,188
-2,597
-10% -$120K ﹤0.01% 735
2025
Q2 		$1.14M Buy
25,785
+14,735
+133% +$589K ﹤0.01% 744
2025
Q1 		$432K Buy
11,050
+2,503
+29% +$106K ﹤0.01% 1118
2024
Q4 		$368K Buy
8,547
+841
+11% +$38.4K ﹤0.01% 1393
2024
Q3 		$334K Buy
+7,706
New +$318K ﹤0.01% 1389

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's APAM Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Artisan Partners (APAM) stake by 1.6% in Q2 2026, selling an estimated $9.27K and leaving 15,319 shares worth $529K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Envestnet Portfolio Solutions first reported a position in APAM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.14M in Q2 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Envestnet Portfolio Solutions held 15,319 shares of Artisan Partners worth $529K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 252 Artisan Partners shares in Q2 2026, an estimated $9.27K.
  • Artisan Partners made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #965 holding.
  • Envestnet Portfolio Solutions first reported a position in Artisan Partners in Q3 2024 and has held it in 8 quarters since.
  • Envestnet Portfolio Solutions's Artisan Partners position peaked at $1.14M in Q2 2025.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.