Kestra Investment Management’s Artisan Partners APAM Stock Holding History

Kestra Investment Management’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	$2.37M	Buy	68,637 +6,245	+10%	+$230K	0.05%	123
2026 Q1	$2.27M	Buy	62,392 +1,397	+2%	+$57.1K	0.04%	127
2025 Q4	$2.48M	Buy	60,995 +2,638	+5%	+$113K	0.06%	117
2025 Q3	$2.53M	Buy	58,357 +1,901	+3%	+$87.6K	0.07%	109
2025 Q2	$2.5M	Sell	56,456 -7,422	-12%	-$297K	0.08%	96
2025 Q1	$2.5M	Buy	63,878 +15,792	+33%	+$669K	0.08%	83
2024 Q4	$2.07M	Buy	48,086 +16,695	+53%	+$763K	0.08%	84
2024 Q3	$1.36M	Buy	+31,391	New	+$1.3M	0.06%	97

Other funds holding APAM

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Kestra Investment Management's APAM Position: Q2 2026 in Review

Kestra Investment Management increased its Artisan Partners (APAM) stake by 10% in Q2 2026, buying an estimated $230K and bringing the position to 68,637 shares worth $2.37M. The position accounts for 0.05% of the portfolio, ranked #123.

Kestra Investment Management first reported a position in APAM in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.53M in Q3 2025. 380 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Kestra Investment Management held 68,637 shares of Artisan Partners worth $2.37M as of Q2 2026.
Kestra Investment Management bought 6,245 Artisan Partners shares in Q2 2026, an estimated $230K.
Artisan Partners made up 0.05% of Kestra Investment Management's portfolio in Q2 2026, its #123 holding.
Kestra Investment Management first reported a position in Artisan Partners in Q3 2024 and has held it in 8 quarters since.
Kestra Investment Management's Artisan Partners position peaked at $2.53M in Q3 2025.
380 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.