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Garton & Associates Financial Advisors’s Artisan Partners APAM Stock Holding History

Garton & Associates Financial 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 		– Sell
-910
Closed -$37.1K – 150
2025
Q4 		$37.1K Buy
+910
New +$38.8K 0.02% 449

Other funds holding APAM

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Garton & Associates Financial Advisors's APAM Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Artisan Partners (APAM) in Q1 2026, closing a stake of 910 shares — an estimated $37.1K sold.

Garton & Associates Financial Advisors first reported a position in APAM in Q4 2025 and held it in 1 quarter. The position peaked at $37.1K in Q4 2025. 383 funds tracked by Wall St. Rank hold APAM as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Artisan Partners position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 910 Artisan Partners shares in Q1 2026, an estimated $37.1K.
  • Garton & Associates Financial Advisors first reported a position in Artisan Partners in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Artisan Partners position peaked at $37.1K in Q4 2025.
  • 383 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.