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Larson Financial Group’s Artisan Partners APAM Stock Holding History

Larson Financial Group’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 		$9.73K Sell
282
-274
-49% -$10.1K ﹤0.01% 2425
2026
Q1 		$20.2K Buy
556
+142
+34% +$5.81K ﹤0.01% 1844
2025
Q4 		$16.9K Buy
414
+48
+13% +$2.05K ﹤0.01% 1814
2025
Q3 		$15.9K Buy
366
+78
+27% +$3.6K ﹤0.01% 1767
2025
Q2 		$12.8K Buy
288
+63
+28% +$2.52K ﹤0.01% 1694
2025
Q1 		$8.78K Sell
225
-356
-61% -$15.1K ﹤0.01% 1690
2024
Q4 		$25K Buy
581
+263
+83% +$12K ﹤0.01% 1136
2024
Q3 		$13.8K Buy
318
+317
+31,700% +$13.1K ﹤0.01% 1352
2024
Q2 		$41 Buy
+1
New +$43 ﹤0.01% 2382

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
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

Larson Financial Group's APAM Position: Q2 2026 in Review

Larson Financial Group reduced its Artisan Partners (APAM) stake by 49% in Q2 2026, selling an estimated $10.1K and leaving 282 shares worth $9.73K. The position accounts for ﹤0.01% of the portfolio, ranked #2425.

Larson Financial Group first reported a position in APAM in Q2 2024 and has held it in 9 quarters since. The position peaked at $25K in Q4 2024. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Larson Financial Group held 282 shares of Artisan Partners worth $9.73K as of Q2 2026.
  • Larson Financial Group sold 274 Artisan Partners shares in Q2 2026, an estimated $10.1K.
  • Artisan Partners made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2425 holding.
  • Larson Financial Group first reported a position in Artisan Partners in Q2 2024 and has held it in 9 quarters since.
  • Larson Financial Group's Artisan Partners position peaked at $25K in Q4 2024.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.