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Intentional Wealth Strategies’s Artisan Partners APAM Stock Holding History

Intentional Wealth Strategies’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
-23
Closed -$837 – 118
2026
Q1 		$837 Buy
+23
New +$941 ﹤0.01% 790

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

Intentional Wealth Strategies's APAM Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Artisan Partners (APAM) in Q2 2026, closing a stake of 23 shares — an estimated $837 sold.

Intentional Wealth Strategies first reported a position in APAM in Q1 2026 and held it in 1 quarter. The position peaked at $837 in Q1 2026. 380 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Artisan Partners position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 23 Artisan Partners shares in Q2 2026, an estimated $837.
  • Intentional Wealth Strategies first reported a position in Artisan Partners in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Artisan Partners position peaked at $837 in Q1 2026.
  • 380 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

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