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Harbour Investments’s Artisan Partners APAM Stock Holding History

Harbour Investments’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 		$27.2K Sell
787
-31
-4% -$1.14K ﹤0.01% 2766
2026
Q1 		$29.8K Buy
818
+31
+4% +$1.27K ﹤0.01% 2644
2025
Q4 		$32K Hold
787
– – ﹤0.01% 2181
2025
Q3 		$34.1K Hold
787
– – ﹤0.01% 2075
2025
Q2 		$34.9K Hold
787
– – ﹤0.01% 1976
2025
Q1 		$30.8K Buy
787
+16
+2% +$678 ﹤0.01% 1993
2024
Q4 		$33.2K Buy
771
+13
+2% +$594 ﹤0.01% 1903
2024
Q3 		$32.8K Buy
758
+12
+2% +$495 ﹤0.01% 1863
2024
Q2 		$30.8K Buy
746
+11
+1% +$475 ﹤0.01% 1768
2024
Q1 		$33.7K Buy
735
+11
+2% +$472 ﹤0.01% 1718
2023
Q4 		$32K Sell
724
-612
-46% -$23.1K ﹤0.01% 1652
2023
Q3 		$50K Buy
1,336
+21
+2% +$814 ﹤0.01% 1349
2023
Q2 		$51.7K Buy
1,315
+11
+0.8% +$380 ﹤0.01% 1352
2023
Q1 		$41.7K Buy
1,304
+11
+0.9% +$369 ﹤0.01% 1428
2022
Q4 		$38.4K Buy
1,293
+23
+2% +$707 ﹤0.01% 1409
2022
Q3 		$45K Hold
1,270
– – ﹤0.01% 1305
2022
Q2 		$45K Buy
+1,270
New +$46.2K ﹤0.01% 1305
2021
Q4 		$57K Sell
1,191
-288
-19% -$13.8K ﹤0.01% 1193
2021
Q3 		$72K Buy
1,479
+29
+2% +$1.46K ﹤0.01% 1552
2021
Q2 		$74K Buy
1,450
+314
+28% +$16.5K ﹤0.01% 1559
2021
Q1 		$59K Buy
+1,136
New +$58K ﹤0.01% 1590

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

Harbour Investments's APAM Position: Q2 2026 in Review

Harbour Investments reduced its Artisan Partners (APAM) stake by 3.8% in Q2 2026, selling an estimated $1.14K and leaving 787 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2766.

Harbour Investments first reported a position in APAM in Q1 2021 and has held it in 21 quarters since. The position peaked at $74K in Q2 2021. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Harbour Investments held 787 shares of Artisan Partners worth $27.2K as of Q2 2026.
  • Harbour Investments sold 31 Artisan Partners shares in Q2 2026, an estimated $1.14K.
  • Artisan Partners made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2766 holding.
  • Harbour Investments first reported a position in Artisan Partners in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Artisan Partners position peaked at $74K in Q2 2021.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.