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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Juncture Wealth Strategies's APAM Position: Q2 2026 in Review

Juncture Wealth Strategies opened a new position in Artisan Partners (APAM) in Q2 2026: 6,386 shares worth $221K. The stake represents 0.06% of the portfolio and ranks #170 among its holdings. This is a return to the name: Juncture Wealth Strategies previously reported a position in APAM as recently as Q4 2025.

Juncture Wealth Strategies first reported a position in APAM in Q1 2023 and has held it in 8 quarters since. The position peaked at $645K in Q4 2023. 157 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Juncture Wealth Strategies held 6,386 shares of Artisan Partners worth $221K as of Q2 2026.
Artisan Partners was a new Juncture Wealth Strategies position in Q2 2026.
Artisan Partners made up 0.06% of Juncture Wealth Strategies's portfolio in Q2 2026, its #170 holding.
Juncture Wealth Strategies first reported a position in Artisan Partners in Q1 2023 and has held it in 8 quarters since.
Juncture Wealth Strategies's Artisan Partners position peaked at $645K in Q4 2023.
157 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.