HWM
APAM icon

Hemington Wealth Management’s Artisan Partners APAM Stock Holding History

Hemington Wealth 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
2025
Q3 		$2K Buy
61
+3
+5% +$138 ﹤0.01% 1308
2025
Q2 		$2K Buy
58
+18
+45% +$719 ﹤0.01% 1279
2025
Q1 		$1K Buy
40
+3
+8% +$127 ﹤0.01% 1358
2024
Q4 		$1K Buy
37
+14
+61% +$639 ﹤0.01% 1363
2024
Q3 		$1K Buy
+23
New +$949 ﹤0.01% 1271

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $552B AUM 44.19% 1-Year Est. Return

Hemington Wealth Management's APAM Position: Q3 2025 in Review

Hemington Wealth Management increased its Artisan Partners (APAM) stake by 5.2% in Q3 2025, buying an estimated $138 and bringing the position to 61 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Hemington Wealth Management first reported a position in APAM in Q3 2024 and has held it in 5 quarters since. 398 funds tracked by Wall St. Rank hold APAM as of Q3 2025.

  • Hemington Wealth Management held 61 shares of Artisan Partners worth $2K as of Q3 2025.
  • Hemington Wealth Management bought 3 Artisan Partners shares in Q3 2025, an estimated $138.
  • Artisan Partners made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1308 holding.
  • Hemington Wealth Management first reported a position in Artisan Partners in Q3 2024 and has held it in 5 quarters since.
  • 398 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.