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 Q2	$154K	Sell	4,452 -584	-12%	-$21.5K	0.01%	1157
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 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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's APAM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Artisan Partners (APAM) stake by 12% in Q2 2026, selling an estimated $21.5K and leaving 4,452 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #1157.

EverSource Wealth Advisors first reported a position in APAM in Q4 2023 and has held it in 11 quarters since. The position peaked at $183K in Q1 2026. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

EverSource Wealth Advisors held 4,452 shares of Artisan Partners worth $154K as of Q2 2026.
EverSource Wealth Advisors sold 584 Artisan Partners shares in Q2 2026, an estimated $21.5K.
Artisan Partners made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1157 holding.
EverSource Wealth Advisors first reported a position in Artisan Partners in Q4 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's Artisan Partners position peaked at $183K in Q1 2026.
381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.