Inspire Advisors’s Artisan Partners APAM Stock Holding History

Inspire 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
2026 Q1	$236K	Buy	+6,485	New	+$265K	0.02%	555
2023 Q2	–	Sell	-22,735	Closed	-$727K	–	247
2023 Q1	$727K	Buy	22,735 +4,850	+27%	+$163K	0.17%	56
2022 Q4	$531K	Buy	17,885 +7,599	+74%	+$234K	0.13%	51
2022 Q3	$277K	Buy	+10,286	New	+$362K	0.08%	69
2022 Q1	–	Sell	-8,467	Closed	-$403K	–	115
2021 Q4	$403K	Buy	+8,467	New	+$406K	0.11%	36
2021 Q1	–	Sell	-7,904	Closed	-$398K	–	122
2020 Q4	$398K	Buy	+7,904	New	+$359K	0.15%	28

Other funds holding APAM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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

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 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

Inspire Advisors's APAM Position: Q1 2026 in Review

Inspire Advisors opened a new position in Artisan Partners (APAM) in Q1 2026: 6,485 shares worth $236K. The stake represents 0.02% of the portfolio and ranks #555 among its holdings. This is a return to the name: Inspire Advisors previously reported a position in APAM as recently as Q1 2023.

Inspire Advisors first reported a position in APAM in Q4 2020 and has held it in 6 quarters since. The position peaked at $727K in Q1 2023. 383 funds tracked by Wall St. Rank hold APAM as of Q1 2026.

Inspire Advisors held 6,485 shares of Artisan Partners worth $236K as of Q1 2026.
Artisan Partners was a new Inspire Advisors position in Q1 2026.
Artisan Partners made up 0.02% of Inspire Advisors's portfolio in Q1 2026, its #555 holding.
Inspire Advisors first reported a position in Artisan Partners in Q4 2020 and has held it in 6 quarters since.
Inspire Advisors's Artisan Partners position peaked at $727K in Q1 2023.
383 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.