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Greenleaf Trust’s Artisan Partners APAM Stock Holding History

Greenleaf Trust’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 		– Sell
-6,334
Closed -$230K – 870
2026
Q1 		$230K Sell
6,334
-498
-7% -$20.4K ﹤0.01% 739
2025
Q4 		$278K Sell
6,832
-1,551
-19% -$66.2K ﹤0.01% 686
2025
Q3 		$364K Buy
8,383
+52
+0.6% +$2.4K ﹤0.01% 579
2025
Q2 		$369K Sell
8,331
-624
-7% -$24.9K ﹤0.01% 569
2025
Q1 		$350K Sell
8,955
-8
-0.1% -$339 ﹤0.01% 596
2024
Q4 		$386K Sell
8,963
-984
-10% -$44.9K ﹤0.01% 574
2024
Q3 		$431K Buy
+9,947
New +$411K ﹤0.01% 550

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 $3.37T AUM 44.26% 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

Greenleaf Trust's APAM Position: Q2 2026 in Review

Greenleaf Trust sold out of Artisan Partners (APAM) in Q2 2026, closing a stake of 6,334 shares — an estimated $230K sold.

Greenleaf Trust first reported a position in APAM in Q3 2024 and held it in 7 quarters. The position peaked at $431K in Q3 2024. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Greenleaf Trust reported no remaining Artisan Partners position as of Q2 2026 after selling out during the quarter.
  • Greenleaf Trust sold 6,334 Artisan Partners shares in Q2 2026, an estimated $230K.
  • Greenleaf Trust first reported a position in Artisan Partners in Q3 2024 and held it in 7 quarters.
  • Greenleaf Trust's Artisan Partners position peaked at $431K in Q3 2024.
  • 382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.