Isthmus Partners’s Artisan Partners APAM Stock Holding History

Isthmus Partners’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	$3.27M	Buy	94,792 +3,720	+4%	+$137K	0.32%	85
2026 Q1	$3.31M	Buy	91,072 +16,028	+21%	+$655K	0.35%	77
2025 Q4	$3.06M	Buy	75,044 +1,959	+3%	+$83.6K	0.34%	82
2025 Q3	$3.17K	Buy	73,085 +3,093	+4%	+$143K	﹤0.01%	159
2025 Q2	$3.1M	Buy	69,992 +458	+0.7%	+$18.3K	0.36%	74
2025 Q1	$2.72M	Buy	69,534 +497	+0.7%	+$21.1K	0.34%	73
2024 Q4	$2.97M	Sell	69,037 -54	-0.1%	-$2.47K	0.36%	74
2024 Q3	$2.99M	Sell	69,091 -15,638	-18%	-$645K	0.36%	76
2024 Q2	$3.5M	Sell	84,729 -62	-0.1%	-$2.68K	0.41%	72
2024 Q1	$3.88M	Buy	84,791 +23,065	+37%	+$991K	0.44%	64
2023 Q4	$2.73M	Buy	61,726 +2,025	+3%	+$76.4K	0.35%	59
2023 Q3	$2.23M	Buy	59,701 +447	+0.8%	+$17.3K	0.32%	64
2023 Q2	$2.33M	Sell	59,254 -350	-0.6%	-$12.1K	0.32%	67
2023 Q1	$1.91M	Buy	59,604 +2,445	+4%	+$82K	0.27%	77
2022 Q4	$1.7M	Buy	57,159 +28,038	+96%	+$862K	0.26%	86
2022 Q3	$784K	Buy	+29,121	New	+$1.02M	0.13%	110

Other funds holding APAM

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Isthmus Partners's APAM Position: Q2 2026 in Review

Isthmus Partners increased its Artisan Partners (APAM) stake by 4.1% in Q2 2026, buying an estimated $137K and bringing the position to 94,792 shares worth $3.27M. The position accounts for 0.32% of the portfolio, ranked #85.

Isthmus Partners first reported a position in APAM in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.88M in Q1 2024. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Isthmus Partners held 94,792 shares of Artisan Partners worth $3.27M as of Q2 2026.
Isthmus Partners bought 3,720 Artisan Partners shares in Q2 2026, an estimated $137K.
Artisan Partners made up 0.32% of Isthmus Partners's portfolio in Q2 2026, its #85 holding.
Isthmus Partners first reported a position in Artisan Partners in Q3 2022 and has held it in 16 quarters since.
Isthmus Partners's Artisan Partners position peaked at $3.88M in Q1 2024.
381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.