GWM
APAM icon

Gilpin Wealth Management’s Artisan Partners APAM Stock Holding History

Gilpin Wealth Management’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 		$380 Buy
+11
New +$405 ﹤0.01% 759
2026
Q1 		– Sell
-6
Closed -$245 – 1006
2025
Q4 		$245 Buy
+6
New +$256 ﹤0.01% 603

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
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

Gilpin Wealth Management's APAM Position: Q2 2026 in Review

Gilpin Wealth Management opened a new position in Artisan Partners (APAM) in Q2 2026: 11 shares worth $380. The stake represents ﹤0.01% of the portfolio and ranks #759 among its holdings. This is a return to the name: Gilpin Wealth Management previously reported a position in APAM as recently as Q4 2025.

Gilpin Wealth Management first reported a position in APAM in Q4 2025 and has held it in 2 quarters since. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Gilpin Wealth Management held 11 shares of Artisan Partners worth $380 as of Q2 2026.
  • Artisan Partners was a new Gilpin Wealth Management position in Q2 2026.
  • Artisan Partners made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #759 holding.
  • Gilpin Wealth Management first reported a position in Artisan Partners in Q4 2025 and has held it in 2 quarters since.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

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