Impact Capital Partners’s Artisan Partners APAM Stock Holding History

Impact Capital Partners’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 Q2	$302K	Sell	8,752 -836	-9%	-$30.7K	0.08%	209
2026 Q1	$349K	Sell	9,588 -907	-9%	-$37.1K	0.11%	189
2025 Q4	$428K	Sell	10,495 -774	-7%	-$33K	0.13%	161
2025 Q3	$489K	Sell	11,269 -202	-2%	-$9.31K	0.15%	139
2025 Q2	$509K	Buy	11,471 +307	+3%	+$12.3K	0.17%	143
2025 Q1	$437K	Buy	11,164 +850	+8%	+$36K	0.16%	148
2024 Q4	$444K	Buy	+10,314	New	+$471K	0.16%	151

Other funds holding APAM

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Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return