HI
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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
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 $5.7T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $3.91B AUM 34.32% 1-Year Est. Return