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 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 $5.7T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return