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Global Financial Private Client’s Artisan Partners APAM Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-6
Closed -$235 – 306
2025
Q1 		$235 Buy
6
+3
+100% +$127 ﹤0.01% 1499
2024
Q4 		$129 Buy
+3
New +$137 ﹤0.01% 1426

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Global Financial Private Client's APAM Position: Q2 2025 in Review

Global Financial Private Client sold out of Artisan Partners (APAM) in Q2 2025, closing a stake of 6 shares — an estimated $235 sold.

Global Financial Private Client first reported a position in APAM in Q4 2024 and held it in 2 quarters. The position peaked at $235 in Q1 2025. 367 funds tracked by Wall St. Rank hold APAM as of Q2 2025.

  • Global Financial Private Client reported no remaining Artisan Partners position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 6 Artisan Partners shares in Q2 2025, an estimated $235.
  • Global Financial Private Client first reported a position in Artisan Partners in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Artisan Partners position peaked at $235 in Q1 2025.
  • 367 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.