Kingsview Wealth Management’s Artisan Partners APAM Stock Holding History

Kingsview Wealth 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	$909K	Buy	+26,325	New	+$968K	0.01%	777
2023 Q2	–	Sell	-18,064	Closed	-$578K	–	908
2023 Q1	$578K	Buy	18,064 +7,049	+64%	+$236K	0.02%	534
2022 Q4	$327K	Buy	11,015 +1,437	+15%	+$44.2K	0.01%	635
2022 Q3	$258K	Buy	+9,578	New	+$337K	0.01%	679
2022 Q2	–	Sell	-17,887	Closed	-$704K	–	812
2022 Q1	$704K	Buy	17,887 +1,349	+8%	+$54.8K	0.03%	494
2021 Q4	$788K	Buy	16,538 +2,830	+21%	+$136K	0.03%	464
2021 Q3	$671K	Buy	13,708 +532	+4%	+$26.9K	0.03%	480
2021 Q2	$677K	Buy	13,176 +6,848	+108%	+$360K	0.03%	480
2021 Q1	$332K	Buy	+6,328	New	+$323K	0.02%	608

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

Kingsview Wealth Management's APAM Position: Q2 2026 in Review

Kingsview Wealth Management opened a new position in Artisan Partners (APAM) in Q2 2026: 26,325 shares worth $909K. The stake represents 0.01% of the portfolio and ranks #777 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in APAM as recently as Q1 2023.

Kingsview Wealth Management first reported a position in APAM in Q1 2021 and has held it in 9 quarters since. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Kingsview Wealth Management held 26,325 shares of Artisan Partners worth $909K as of Q2 2026.
Artisan Partners was a new Kingsview Wealth Management position in Q2 2026.
Artisan Partners made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #777 holding.
Kingsview Wealth Management first reported a position in Artisan Partners in Q1 2021 and has held it in 9 quarters since.
382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.