Fortitude Family Office’s Artisan Partners APAM Stock Holding History

Fortitude Family Office’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	$4.7K	Buy	136 +13	+11%	+$478	﹤0.01%	1105
2026 Q1	$4.48K	Buy	123 +1	+0.8%	+$41	﹤0.01%	961
2025 Q4	$4.97K	Hold	122	–	–	﹤0.01%	811
2025 Q3	$5.29K	Hold	122	–	–	﹤0.01%	787
2025 Q2	$5.41K	Buy	122 +8	+7%	+$320	﹤0.01%	766
2025 Q1	$4.46K	Hold	114	–	–	﹤0.01%	759
2024 Q4	$4.91K	Sell	114 -6	-5%	-$274	﹤0.01%	848
2024 Q3	$5.2K	Buy	120 +6	+5%	+$248	﹤0.01%	781
2024 Q2	$4.71K	Hold	114	–	–	﹤0.01%	613
2024 Q1	$5.22K	Hold	114	–	–	﹤0.01%	587
2023 Q4	$5.04K	Buy	+114	New	+$4.3K	﹤0.01%	629

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

Fortitude Family Office's APAM Position: Q2 2026 in Review

Fortitude Family Office increased its Artisan Partners (APAM) stake by 11% in Q2 2026, buying an estimated $478 and bringing the position to 136 shares worth $4.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Fortitude Family Office first reported a position in APAM in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.41K in Q2 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Fortitude Family Office held 136 shares of Artisan Partners worth $4.7K as of Q2 2026.
Fortitude Family Office bought 13 Artisan Partners shares in Q2 2026, an estimated $478.
Artisan Partners made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1105 holding.
Fortitude Family Office first reported a position in Artisan Partners in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's Artisan Partners position peaked at $5.41K in Q2 2025.
381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.