Guinness Asset Management’s Artisan Partners APAM Stock Holding History

Guinness Asset 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	$458K	Sell	13,250 -2,339	-15%	-$86K	0.01%	105
2026 Q1	$567K	Sell	15,589 -168	-1%	-$6.87K	0.01%	91
2025 Q4	$657K	Buy	15,757 +3,458	+28%	+$148K	0.01%	90
2025 Q3	$537K	Buy	12,299 +1,382	+13%	+$63.7K	0.01%	89
2025 Q2	$484K	Buy	10,917 +253	+2%	+$10.1K	0.01%	80
2025 Q1	$417K	Sell	10,664 -695	-6%	-$29.4K	0.01%	85
2024 Q4	$489K	Buy	11,359 +4,515	+66%	+$206K	0.01%	98
2024 Q3	$296K	Sell	6,844 -781	-10%	-$32.2K	0.01%	100
2024 Q2	$315K	Sell	7,625 -640	-8%	-$27.6K	0.01%	99
2024 Q1	$378K	Sell	8,265 -812	-9%	-$34.9K	0.01%	102
2023 Q4	$401K	Sell	9,077 -708	-7%	-$26.7K	0.01%	102
2023 Q3	$366K	Sell	9,785 -1,103	-10%	-$42.8K	0.01%	100
2023 Q2	$428K	Sell	10,888 -1,934	-15%	-$66.8K	0.01%	101
2023 Q1	$410K	Buy	12,822 +1,083	+9%	+$36.3K	0.01%	102
2022 Q4	$349K	Hold	11,739	–	–	0.01%	103
2022 Q3	$316K	Sell	11,739 -1,016	-8%	-$35.7K	0.01%	104
2022 Q2	$454K	Sell	12,755 -2,069	-14%	-$75.3K	0.02%	91
2022 Q1	$583K	Sell	14,824 -2,676	-15%	-$109K	0.02%	94
2021 Q4	$834K	Buy	17,500 +5,900	+51%	+$283K	0.03%	82
2021 Q3	$567K	Buy	+11,600	New	+$585K	0.03%	79

Other funds holding APAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Guinness Asset Management's APAM Position: Q2 2026 in Review

Guinness Asset Management reduced its Artisan Partners (APAM) stake by 15% in Q2 2026, selling an estimated $86K and leaving 13,250 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #105.

Guinness Asset Management first reported a position in APAM in Q3 2021 and has held it in 20 quarters since. The position peaked at $834K in Q4 2021. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Guinness Asset Management held 13,250 shares of Artisan Partners worth $458K as of Q2 2026.
Guinness Asset Management sold 2,339 Artisan Partners shares in Q2 2026, an estimated $86K.
Artisan Partners made up 0.01% of Guinness Asset Management's portfolio in Q2 2026, its #105 holding.
Guinness Asset Management first reported a position in Artisan Partners in Q3 2021 and has held it in 20 quarters since.
Guinness Asset Management's Artisan Partners position peaked at $834K in Q4 2021.
381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Guinness Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.