IFG Advisory’s Artisan Partners APAM Stock Holding History

IFG Advisory’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	–	Sell	-8,042	Closed	-$328K	–	357
2025 Q4	$328K	Buy	8,042 +117	+1%	+$4.99K	0.01%	614
2025 Q3	$344K	Buy	7,925 +106	+1%	+$4.89K	0.02%	598
2025 Q2	$347K	Buy	7,819 +62	+0.8%	+$2.48K	0.02%	565
2025 Q1	$303K	Buy	7,757 +191	+3%	+$8.09K	0.02%	560
2024 Q4	$326K	Buy	+7,566	New	+$346K	0.02%	519
2024 Q3	–	Sell	-7,233	Closed	-$299K	–	400
2024 Q2	$299K	Buy	+7,233	New	+$312K	0.02%	516
2024 Q1	–	Sell	-5,730	Closed	-$253K	–	376
2023 Q4	$253K	Buy	5,730 +223	+4%	+$8.41K	0.02%	504
2023 Q3	$206K	Buy	+5,507	New	+$214K	0.02%	514
2019 Q2	–	Sell	-8,270	Closed	-$208K	–	345
2019 Q1	$208K	Buy	+8,270	New	+$202K	0.04%	316
2018 Q4	–	Sell	-6,397	Closed	-$207K	–	315
2018 Q3	$207K	Buy	+6,397	New	+$208K	0.04%	357
2018 Q2	–	Sell	-6,407	Closed	-$213K	–	343
2018 Q1	$213K	Buy	+6,407	New	+$231K	0.05%	317

Other funds holding APAM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return