Herald Investment Management’s Arteris AIP Stock Holding History

Herald Investment Management’s Portfolio AIP Stock Details AIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.4M	Sell	296,800 -103,200	-26%	-$3.3M	1.95%	15
2026 Q1	$6.57M	Hold	400,000	–	–	0.92%	31
2025 Q4	$6.19M	Hold	400,000	–	–	0.81%	36
2025 Q3	$4.04M	Buy	400,000 +100,000	+33%	+$952K	0.54%	51
2025 Q2	$2.86M	Hold	300,000	–	–	0.42%	62
2025 Q1	$2.07M	Hold	300,000	–	–	0.39%	66
2024 Q4	$3.05M	Hold	300,000	–	–	0.5%	52
2024 Q3	$2.31M	Hold	300,000	–	–	0.4%	64
2024 Q2	$2.25M	Hold	300,000	–	–	0.37%	64
2024 Q1	$2.19M	Buy	300,000 +62,818	+26%	+$405K	0.36%	66
2023 Q4	$1.4M	Hold	237,182	–	–	0.27%	77
2023 Q3	$1.54M	Hold	237,182	–	–	0.33%	74
2023 Q2	$1.62M	Hold	237,182	–	–	0.31%	76
2023 Q1	$1M	Buy	+237,182	New	+$1.24M	0.22%	83

Other funds holding AIP

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

NWAG

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Herald Investment Management's AIP Position: Q2 2026 in Review

Herald Investment Management reduced its Arteris (AIP) stake by 26% in Q2 2026, selling an estimated $3.3M and leaving 296,800 shares worth $14.4M. The position accounts for 1.95% of the portfolio, ranked #15.

Herald Investment Management first reported a position in AIP in Q1 2023 and has held it in 14 quarters since. 30 funds tracked by Wall St. Rank hold AIP as of Q2 2026.

Herald Investment Management held 296,800 shares of Arteris worth $14.4M as of Q2 2026.
Herald Investment Management sold 103,200 Arteris shares in Q2 2026, an estimated $3.3M.
Arteris made up 1.95% of Herald Investment Management's portfolio in Q2 2026, its #15 holding.
Herald Investment Management first reported a position in Arteris in Q1 2023 and has held it in 14 quarters since.
30 funds tracked by Wall St. Rank held Arteris as of Q2 2026.

Based on Herald Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.