Kestra Advisory Services’s Artisan Partners APAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$258K Buy
7,480
+407
+6% +$15K ﹤0.01% 2896
2026
Q1
$257K Sell
7,073
-1,368
-16% -$55.9K ﹤0.01% 2755
2025
Q4
$344K Sell
8,441
-642
-7% -$27.4K ﹤0.01% 2433
2025
Q3
$394K Buy
9,083
+1,004
+12% +$46.3K ﹤0.01% 2230
2025
Q2
$358K Buy
+8,079
New +$323K ﹤0.01% 2226
2024
Q3
Sell
-7,631
Closed -$315K 2560
2024
Q2
$315K Buy
7,631
+1,081
+17% +$46.7K ﹤0.01% 2090
2024
Q1
$300K Buy
+6,550
New +$281K ﹤0.01% 1995
2022
Q2
Sell
-5,408
Closed -$213K 2136
2022
Q1
$213K Buy
+5,408
New +$220K ﹤0.01% 1806
2021
Q4
Sell
-5,591
Closed -$274K 2012
2021
Q3
$274K Hold
5,591
﹤0.01% 1744
2021
Q2
$284K Buy
+5,591
New +$294K ﹤0.01% 1602

Other funds holding APAM

Kestra Advisory Services's APAM Position: Q2 2026 in Review

Kestra Advisory Services increased its Artisan Partners (APAM) stake by 5.8% in Q2 2026, buying an estimated $15K and bringing the position to 7,480 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #2896.

Kestra Advisory Services first reported a position in APAM in Q2 2021 and has held it in 10 quarters since. The position peaked at $394K in Q3 2025. 380 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Kestra Advisory Services held 7,480 shares of Artisan Partners worth $258K as of Q2 2026.
  • Kestra Advisory Services bought 407 Artisan Partners shares in Q2 2026, an estimated $15K.
  • Artisan Partners made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2896 holding.
  • Kestra Advisory Services first reported a position in Artisan Partners in Q2 2021 and has held it in 10 quarters since.
  • Kestra Advisory Services's Artisan Partners position peaked at $394K in Q3 2025.
  • 380 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.