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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
Q2 		$874K Buy
25,304
+10,567
+72% +$389K 0.21% 161
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 $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

InceptionR's APAM Position: Q2 2026 in Review

InceptionR increased its Artisan Partners (APAM) stake by 72% in Q2 2026, buying an estimated $389K and bringing the position to 25,304 shares worth $874K. The position accounts for 0.21% of the portfolio, ranked #161.

InceptionR first reported a position in APAM in Q1 2023 and has held it in 10 quarters since. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • InceptionR held 25,304 shares of Artisan Partners worth $874K as of Q2 2026.
  • InceptionR bought 10,567 Artisan Partners shares in Q2 2026, an estimated $389K.
  • Artisan Partners made up 0.21% of InceptionR's portfolio in Q2 2026, its #161 holding.
  • InceptionR first reported a position in Artisan Partners in Q1 2023 and has held it in 10 quarters since.
  • 382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.