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Global Retirement Partners’s Artisan Partners APAM Stock Holding History

Global Retirement Partners’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 		$32K Buy
+927
New +$34.1K ﹤0.01% 2791
2025
Q4 		$55.2K Buy
1,354
+125
+10% +$5.33K ﹤0.01% 2299
2025
Q3 		$53.3K Sell
1,229
-209
-15% -$9.63K ﹤0.01% 1852
2025
Q2 		$63.7K Buy
+1,438
New +$57.5K ﹤0.01% 1643
2024
Q4 		$65.2K Sell
1,514
-83
-5% -$3.79K ﹤0.01% 1492
2024
Q3 		$69.2K Sell
1,597
-36
-2% -$1.49K ﹤0.01% 1399
2024
Q2 		$67.4K Buy
1,633
+232
+17% +$10K ﹤0.01% 1374
2024
Q1 		$64.1K Hold
1,401
– – ﹤0.01% 1291
2023
Q4 		$58K Sell
1,401
-314
-18% -$11.8K ﹤0.01% 1289
2023
Q3 		$61.1K Buy
1,715
+7
+0.4% +$271 ﹤0.01% 1176
2023
Q2 		$67.1K Buy
1,708
+46
+3% +$1.59K ﹤0.01% 1131
2023
Q1 		$54.7K Buy
1,662
+108
+7% +$3.62K ﹤0.01% 1193
2022
Q4 		$46.2K Buy
1,554
+1,281
+469% +$39.4K ﹤0.01% 1125
2022
Q3 		$8K Buy
+273
New +$9.6K ﹤0.01% 1747

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

Global Retirement Partners's APAM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Artisan Partners (APAM) in Q2 2026: 927 shares worth $32K. The stake represents ﹤0.01% of the portfolio and ranks #2791 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in APAM as recently as Q4 2025.

Global Retirement Partners first reported a position in APAM in Q3 2022 and has held it in 14 quarters since. The position peaked at $69.2K in Q3 2024. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Global Retirement Partners held 927 shares of Artisan Partners worth $32K as of Q2 2026.
  • Artisan Partners was a new Global Retirement Partners position in Q2 2026.
  • Artisan Partners made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2791 holding.
  • Global Retirement Partners first reported a position in Artisan Partners in Q3 2022 and has held it in 14 quarters since.
  • Global Retirement Partners's Artisan Partners position peaked at $69.2K in Q3 2024.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.