GI
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GAMMA Investing’s Artisan Partners APAM Stock Holding History

GAMMA Investing’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 		$54.8K Sell
1,588
-280
-15% -$10.3K ﹤0.01% 2237
2026
Q1 		$68K Buy
1,868
+518
+38% +$21.2K ﹤0.01% 1951
2025
Q4 		$55K Sell
1,350
-44
-3% -$1.88K ﹤0.01% 2012
2025
Q3 		$60.5K Buy
1,394
+45
+3% +$2.07K ﹤0.01% 1857
2025
Q2 		$59.8K Sell
1,349
-213
-14% -$8.51K ﹤0.01% 1814
2025
Q1 		$61.1K Buy
1,562
+84
+6% +$3.56K ﹤0.01% 1652
2024
Q4 		$63.6K Buy
1,478
+350
+31% +$16K 0.01% 1463
2024
Q3 		$48.9K Buy
1,128
+353
+46% +$14.6K ﹤0.01% 1514
2024
Q2 		$32K Buy
775
+348
+81% +$15K ﹤0.01% 1528
2024
Q1 		$19.5K Buy
427
+69
+19% +$2.96K ﹤0.01% 1665
2023
Q4 		$15K Buy
+358
New +$13.5K ﹤0.01% 1672

Other funds holding APAM

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return