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APAM icon

InceptionR’s Artisan Partners APAM Stock Holding History

InceptionR’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 		$536K Buy
+14,737
New +$603K 0.13% 291
2025
Q2 		– Sell
-15,425
Closed -$603K – 648
2025
Q1 		$603K Buy
15,425
+8,747
+131% +$371K 0.18% 231
2024
Q4 		$287K Sell
6,678
-10,804
-62% -$493K 0.06% 472
2024
Q3 		$757K Buy
17,482
+6,008
+52% +$248K 0.18% 215
2024
Q2 		$474K Buy
11,474
+3,696
+48% +$160K 0.13% 297
2024
Q1 		$356K Buy
7,778
+1,533
+25% +$65.8K 0.09% 376
2023
Q4 		$276K Buy
+6,245
New +$236K 0.2% 242
2023
Q3 		– Sell
-6,571
Closed -$258K – 393
2023
Q2 		$258K Buy
6,571
+197
+3% +$6.8K 0.14% 307
2023
Q1 		$204K Buy
+6,374
New +$214K 0.07% 395

Other funds holding APAM

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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