IWA
APAM icon

Icon Wealth Advisors’s Artisan Partners APAM Stock Holding History

Icon Wealth 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
-2,945
Closed -$128K – 398
2025
Q3 		$128K Hold
2,945
– – 0.01% 457
2025
Q2 		$131K Buy
+2,945
New +$118K 0.01% 450

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

Icon Wealth Advisors's APAM Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Artisan Partners (APAM) in Q4 2025, closing a stake of 2,945 shares — an estimated $128K sold.

Icon Wealth Advisors first reported a position in APAM in Q2 2025 and held it in 2 quarters. The position peaked at $131K in Q2 2025. 380 funds tracked by Wall St. Rank hold APAM as of Q4 2025.

  • Icon Wealth Advisors reported no remaining Artisan Partners position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 2,945 Artisan Partners shares in Q4 2025, an estimated $128K.
  • Icon Wealth Advisors first reported a position in Artisan Partners in Q2 2025 and held it in 2 quarters.
  • Icon Wealth Advisors's Artisan Partners position peaked at $131K in Q2 2025.
  • 380 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2025.

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