HA
APAM icon

Heartland Advisors’s Artisan Partners APAM Stock Holding History

Heartland 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
Q4 		– Sell
-21,473
Closed -$932K – 254
2025
Q3 		$932K Sell
21,473
-101,671
-83% -$4.69M 0.05% 207
2025
Q2 		$5.46M Sell
123,144
-37,543
-23% -$1.5M 0.3% 133
2025
Q1 		$6.28M Sell
160,687
-26,690
-14% -$1.13M 0.36% 121
2024
Q4 		$8.07M Hold
187,377
– – 0.44% 94
2024
Q3 		$8.12M Sell
187,377
-133,062
-42% -$5.49M 0.43% 101
2024
Q2 		$13.2M Sell
320,439
-50,810
-14% -$2.19M 0.74% 55
2024
Q1 		$17M Buy
371,249
+4,156
+1% +$178K 0.89% 33
2023
Q4 		$17.6M Buy
367,093
+80,549
+28% +$3.04M 0.92% 28
2023
Q3 		$11.8M Sell
286,544
-509
-0.2% -$19.7K 0.66% 55
2023
Q2 		$11.3M Buy
+287,053
New +$9.91M 0.65% 66
2021
Q3 		– Sell
-127,997
Closed -$6.5M – 213
2021
Q2 		$6.5M Sell
127,997
-25,949
-17% -$1.36M 0.38% 119
2021
Q1 		$8.03M Sell
153,946
-26,169
-15% -$1.34M 0.51% 79
2020
Q4 		$9.07M Sell
180,115
-25,718
-12% -$1.17M 0.65% 50
2020
Q3 		$8.03M Buy
205,833
+57,208
+38% +$2.1M 0.7% 51
2020
Q2 		$4.83M Buy
148,625
+20,000
+16% +$554K 0.43% 103
2020
Q1 		$2.76M Buy
128,625
+76,963
+149% +$2.31M 0.3% 128
2019
Q4 		$1.67M Buy
+51,662
New +$1.49M 0.12% 163

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 $3.91B AUM 34.32% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Heartland Advisors's APAM Position: Q4 2025 in Review

Heartland Advisors sold out of Artisan Partners (APAM) in Q4 2025, closing a stake of 21,473 shares — an estimated $932K sold.

Heartland Advisors first reported a position in APAM in Q4 2019 and held it in 17 quarters. The position peaked at $17.6M in Q4 2023. 380 funds tracked by Wall St. Rank hold APAM as of Q4 2025.

  • Heartland Advisors reported no remaining Artisan Partners position as of Q4 2025 after selling out during the quarter.
  • Heartland Advisors sold 21,473 Artisan Partners shares in Q4 2025, an estimated $932K.
  • Heartland Advisors first reported a position in Artisan Partners in Q4 2019 and held it in 17 quarters.
  • Heartland Advisors's Artisan Partners position peaked at $17.6M in Q4 2023.
  • 380 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2025.

Based on Heartland Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.