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JFS Wealth Advisors’s Artisan Partners APAM Stock Holding History

JFS Wealth Advisors’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 		$1.42K Buy
41
+10
+32% +$368 ﹤0.01% 1715
2026
Q1 		$1.13K Sell
31
-14
-31% -$573 ﹤0.01% 1644
2025
Q4 		$1.83K Buy
45
+12
+36% +$512 ﹤0.01% 1575
2025
Q3 		$1.43K Hold
33
– – ﹤0.01% 1519
2025
Q2 		$1.46K Hold
33
– – ﹤0.01% 1475
2025
Q1 		$1.29K Hold
33
– – ﹤0.01% 1600
2024
Q4 		$1.42K Hold
33
– – ﹤0.01% 1598
2024
Q3 		$1.43K Buy
33
+1
+3% +$41 ﹤0.01% 1603
2024
Q2 		$1.32K Hold
32
– – ﹤0.01% 1589
2024
Q1 		$1.47K Hold
32
– – ﹤0.01% 1549
2023
Q4 		$1.41K Sell
32
-1
-3% -$38 ﹤0.01% 1551
2023
Q3 		$1.24K Buy
33
+2
+6% +$78 ﹤0.01% 1530
2023
Q2 		$1.22K Hold
31
– – ﹤0.01% 1543
2023
Q1 		$992 Buy
31
+5
+19% +$168 ﹤0.01% 1586
2022
Q4 		$772 Buy
26
+10
+63% +$307 ﹤0.01% 1656
2022
Q3 		$0 Sell
16
-22
-58% -$774 ﹤0.01% 1726
2022
Q2 		$1K Buy
38
+18
+90% +$655 ﹤0.01% 1455
2022
Q1 		$1K Buy
20
+12
+150% +$488 ﹤0.01% 1562
2021
Q4 		$0 Buy
+8
New +$384 ﹤0.01% 1699

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

JFS Wealth Advisors's APAM Position: Q2 2026 in Review

JFS Wealth Advisors increased its Artisan Partners (APAM) stake by 32% in Q2 2026, buying an estimated $368 and bringing the position to 41 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

JFS Wealth Advisors first reported a position in APAM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.83K in Q4 2025. 380 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • JFS Wealth Advisors held 41 shares of Artisan Partners worth $1.42K as of Q2 2026.
  • JFS Wealth Advisors bought 10 Artisan Partners shares in Q2 2026, an estimated $368.
  • Artisan Partners made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1715 holding.
  • JFS Wealth Advisors first reported a position in Artisan Partners in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Artisan Partners position peaked at $1.83K in Q4 2025.
  • 380 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.