ECM
APAM icon

Evergreen Capital Management’s Artisan Partners APAM Stock Holding History

Evergreen Capital Management’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
2025
Q4 		– Sell
-15,917
Closed -$691K – 1423
2025
Q3 		$691K Buy
+15,917
New +$734K 0.02% 510

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Evergreen Capital Management's APAM Position: Q4 2025 in Review

Evergreen Capital Management sold out of Artisan Partners (APAM) in Q4 2025, closing a stake of 15,917 shares — an estimated $691K sold.

Evergreen Capital Management first reported a position in APAM in Q3 2025 and held it in 1 quarter. The position peaked at $691K in Q3 2025. 380 funds tracked by Wall St. Rank hold APAM as of Q4 2025.

  • Evergreen Capital Management reported no remaining Artisan Partners position as of Q4 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 15,917 Artisan Partners shares in Q4 2025, an estimated $691K.
  • Evergreen Capital Management first reported a position in Artisan Partners in Q3 2025 and held it in 1 quarter.
  • Evergreen Capital Management's Artisan Partners position peaked at $691K in Q3 2025.
  • 380 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2025.

Based on Evergreen Capital Management's 13F filing for Q4 2025, filed 27 Jan 2026.