JWS
APAM icon

Juncture Wealth Strategies’s Artisan Partners APAM Stock Holding History

Juncture Wealth Strategies’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 		– Sell
-6,386
Closed -$221K – 186
2026
Q2 		$221K Buy
+6,386
New +$235K 0.06% 170
2026
Q1 		– Sell
-11,800
Closed -$481K – 134
2025
Q4 		$481K Buy
11,800
+1,959
+20% +$83.6K 0.16% 75
2025
Q3 		$427K Buy
+9,841
New +$454K 0.14% 85
2024
Q2 		– Sell
-5,100
Closed -$233K – 114
2024
Q1 		$233K Sell
5,100
-9,500
-65% -$408K 0.1% 102
2023
Q4 		$645K Sell
14,600
-600
-4% -$22.6K 0.29% 64
2023
Q3 		$569K Buy
15,200
+400
+3% +$15.5K 0.28% 75
2023
Q2 		$582K Buy
14,800
+1,500
+11% +$51.8K 0.27% 75
2023
Q1 		$425K Buy
+13,300
New +$446K 0.21% 86

Other funds holding APAM

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Juncture Wealth Strategies's APAM Position: Q3 2026 in Review

Juncture Wealth Strategies sold out of Artisan Partners (APAM) in Q3 2026, closing a stake of 6,386 shares — an estimated $221K sold.

Juncture Wealth Strategies first reported a position in APAM in Q1 2023 and held it in 8 quarters. The position peaked at $645K in Q4 2023. 11 funds tracked by Wall St. Rank hold APAM as of Q3 2026.

  • Juncture Wealth Strategies reported no remaining Artisan Partners position as of Q3 2026 after selling out during the quarter.
  • Juncture Wealth Strategies sold 6,386 Artisan Partners shares in Q3 2026, an estimated $221K.
  • Juncture Wealth Strategies first reported a position in Artisan Partners in Q1 2023 and held it in 8 quarters.
  • Juncture Wealth Strategies's Artisan Partners position peaked at $645K in Q4 2023.
  • 11 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2026.

Based on Juncture Wealth Strategies's 13F filing for Q3 2026, filed 6 Oct 2026.