EWA
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EverSource Wealth Advisors’s Artisan Partners APAM Stock Holding History

EverSource Wealth Advisors’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 		$183K Buy
5,036
+1,037
+26% +$42.4K 0.01% 1104
2025
Q4 		$163K Buy
3,999
+829
+26% +$35.4K 0.01% 1051
2025
Q3 		$138K Buy
3,170
+625
+25% +$28.8K 0.01% 1100
2025
Q2 		$113K Buy
2,545
+1,216
+91% +$48.6K 0.01% 1139
2025
Q1 		$52K Buy
1,329
+701
+112% +$29.7K ﹤0.01% 1225
2024
Q4 		$27K Buy
628
+330
+111% +$15.1K ﹤0.01% 1478
2024
Q3 		$12.9K Sell
298
-44
-13% -$1.82K ﹤0.01% 1729
2024
Q2 		$15.1K Buy
342
+22
+7% +$949 ﹤0.01% 1643
2024
Q1 		$13.1K Buy
320
+304
+1,900% +$13.1K ﹤0.01% 1564
2023
Q4 		$707 Buy
+16
New +$604 ﹤0.01% 2458

Other funds holding APAM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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