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Johnson Financial Group Inc (Wisconsin)’s Artisan Partners APAM Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2025
Q2 		– Sell
-35,259
Closed -$1.38M – 723
2025
Q1 		$1.38M Buy
+35,259
New +$1.49M 0.07% 136
2024
Q4 		– Sell
-7,295
Closed -$316K – 843
2024
Q3 		$316K Sell
7,295
-4,745
-39% -$196K 0.01% 291
2024
Q2 		$497K Sell
12,040
-476
-4% -$20.5K 0.02% 209
2024
Q1 		$573K Buy
+12,516
New +$538K 0.03% 175
2017
Q2 		– Sell
-625
Closed -$17K – 556
2017
Q1 		$17K Buy
625
+50
+9% +$1.43K ﹤0.01% 533
2016
Q4 		$17K Buy
575
+325
+130% +$9.27K ﹤0.01% 534
2016
Q3 		$7K Sell
250
-860
-77% -$23.5K ﹤0.01% 615
2016
Q2 		$31K Buy
1,110
+635
+134% +$20K ﹤0.01% 502
2016
Q1 		$15K Sell
475
-275
-37% -$8.03K ﹤0.01% 559
2015
Q4 		$27K Sell
750
-1,575
-68% -$58.2K 0.01% 479
2015
Q3 		$82K Hold
2,325
– – 0.02% 374
2015
Q2 		$108K Hold
2,325
– – 0.02% 350
2015
Q1 		$106K Buy
2,325
+450
+24% +$21.3K 0.02% 362
2014
Q4 		$95K Hold
1,875
– – 0.02% 371
2014
Q3 		$97K Buy
+1,875
New +$101K 0.03% 333
2013
Q4 		– Sell
-600
Closed -$31K – 690
2013
Q3 		$31K Sell
600
-125
-17% -$6.41K 0.01% 460
2013
Q2 		$36K Buy
+725
New +$32.5K 0.01% 453

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s APAM Position: Q2 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Artisan Partners (APAM) in Q2 2025, closing a stake of 35,259 shares — an estimated $1.38M sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in APAM in Q2 2013 and held it in 17 quarters. The position peaked at $1.38M in Q1 2025. 367 funds tracked by Wall St. Rank hold APAM as of Q2 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Artisan Partners position as of Q2 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 35,259 Artisan Partners shares in Q2 2025, an estimated $1.38M.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Artisan Partners in Q2 2013 and held it in 17 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Artisan Partners position peaked at $1.38M in Q1 2025.
  • 367 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2025, filed 13 Aug 2025.