Institute for Wealth Management’s Artisan Partners APAM Stock Holding History

Institute for Wealth Management’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	$32.8K	Buy	+950	New	+$34.9K	﹤0.01%	993

Other funds holding APAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Institute for Wealth Management's APAM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Artisan Partners (APAM) in Q2 2026: 950 shares worth $32.8K. The stake represents ﹤0.01% of the portfolio and ranks #993 among its holdings.

173 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Institute for Wealth Management held 950 shares of Artisan Partners worth $32.8K as of Q2 2026.
Artisan Partners was a new Institute for Wealth Management position in Q2 2026.
Artisan Partners made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #993 holding.
173 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.