Exchange Traded Concepts’s Artisan Partners APAM Stock Holding History

Exchange Traded Concepts’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	–	Sell	-26,844	Closed	-$1.09M	–	1526
2025 Q4	$1.09M	Buy	26,844 +1,204	+5%	+$51.4K	0.01%	766
2025 Q3	$1.11M	Sell	25,640 -159	-0.6%	-$7.33K	0.01%	740
2025 Q2	$1.14M	Buy	25,799 +1,481	+6%	+$59.2K	0.01%	640
2025 Q1	$951K	Buy	+24,318	New	+$1.03M	0.02%	577
2020 Q4	–	Sell	-62	Closed	-$2K	–	995
2020 Q3	$2K	Buy	+62	New	+$2.27K	﹤0.01%	830

Other funds holding APAM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Exchange Traded Concepts's APAM Position: Q1 2026 in Review

Exchange Traded Concepts sold out of Artisan Partners (APAM) in Q1 2026, closing a stake of 26,844 shares — an estimated $1.09M sold.

Exchange Traded Concepts first reported a position in APAM in Q3 2020 and held it in 5 quarters. The position peaked at $1.14M in Q2 2025. 383 funds tracked by Wall St. Rank hold APAM as of Q1 2026.

Exchange Traded Concepts reported no remaining Artisan Partners position as of Q1 2026 after selling out during the quarter.
Exchange Traded Concepts sold 26,844 Artisan Partners shares in Q1 2026, an estimated $1.09M.
Exchange Traded Concepts first reported a position in Artisan Partners in Q3 2020 and held it in 5 quarters.
Exchange Traded Concepts's Artisan Partners position peaked at $1.14M in Q2 2025.
383 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2026.

Based on Exchange Traded Concepts's 13F filing for Q1 2026, filed 15 Apr 2026.