Isthmus Partners
APAM icon

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
Q3 		$3.44M Buy
95,118
+326
+0.3% +$12.9K 0.33% 79
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Isthmus Partners's APAM Position: Q3 2026 in Review

Isthmus Partners increased its Artisan Partners (APAM) stake by 0.34% in Q3 2026, buying an estimated $12.9K and bringing the position to 95,118 shares worth $3.44M. The position accounts for 0.33% of the portfolio, ranked #79.

Isthmus Partners first reported a position in APAM in Q3 2022 and has held it in 17 quarters since. The position peaked at $3.88M in Q1 2024. 127 funds tracked by Wall St. Rank hold APAM as of Q3 2026.

  • Isthmus Partners held 95,118 shares of Artisan Partners worth $3.44M as of Q3 2026.
  • Isthmus Partners bought 326 Artisan Partners shares in Q3 2026, an estimated $12.9K.
  • Artisan Partners made up 0.33% of Isthmus Partners's portfolio in Q3 2026, its #79 holding.
  • Isthmus Partners first reported a position in Artisan Partners in Q3 2022 and has held it in 17 quarters since.
  • Isthmus Partners's Artisan Partners position peaked at $3.88M in Q1 2024.
  • 127 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2026.

Based on Isthmus Partners's 13F filing for Q3 2026, filed 21 Oct 2026.