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Integrated Wealth Concepts’s Artisan Partners APAM Stock Holding History

Integrated Wealth Concepts’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 		– Sell
-6,605
Closed -$240K – 2416
2026
Q1 		$240K Buy
+6,605
New +$270K ﹤0.01% 1983
2025
Q4 		– Sell
-6,596
Closed -$286K – 1630
2025
Q3 		$286K Buy
6,596
+2,005
+44% +$92.4K ﹤0.01% 1658
2025
Q2 		$204K Buy
+4,591
New +$183K ﹤0.01% 1764

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 $3.38T AUM 44.17% 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

Integrated Wealth Concepts's APAM Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of Artisan Partners (APAM) in Q2 2026, closing a stake of 6,605 shares — an estimated $240K sold.

Integrated Wealth Concepts first reported a position in APAM in Q2 2025 and held it in 3 quarters. The position peaked at $286K in Q3 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Artisan Partners position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 6,605 Artisan Partners shares in Q2 2026, an estimated $240K.
  • Integrated Wealth Concepts first reported a position in Artisan Partners in Q2 2025 and held it in 3 quarters.
  • Integrated Wealth Concepts's Artisan Partners position peaked at $286K in Q3 2025.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.