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Guerra Advisors’s Artisan Partners APAM Stock Holding History

Guerra 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
2025
Q3 		$651 Buy
+15
New +$691 ﹤0.01% 784

Other funds holding APAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $481B AUM 30.42% 1-Year Est. Return

Guerra Advisors's APAM Position: Q3 2025 in Review

Guerra Advisors opened a new position in Artisan Partners (APAM) in Q3 2025: 15 shares worth $651. The stake represents ﹤0.01% of the portfolio and ranks #784 among its holdings.

398 funds tracked by Wall St. Rank hold APAM as of Q3 2025.

  • Guerra Advisors held 15 shares of Artisan Partners worth $651 as of Q3 2025.
  • Artisan Partners was a new Guerra Advisors position in Q3 2025.
  • Artisan Partners made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #784 holding.
  • 398 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.