Legend Financial Advisors’s Artisan Partners APAM Stock Holding History

Legend Financial Advisors’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
2025 Q3	–	Sell	-1,700	Closed	-$75.4K	–	43
2025 Q2	$75.4K	Buy	+1,700	New	+$67.9K	0.05%	47
2025 Q1	–	Sell	-500	Closed	-$21.5K	–	45
2024 Q4	$21.5K	Hold	500	–	–	0.02%	83
2024 Q3	$21.7K	Hold	500	–	–	0.02%	72
2024 Q2	$20.6K	Hold	500	–	–	0.01%	97
2024 Q1	$22.9K	Hold	500	–	–	0.02%	86
2023 Q4	$22.1K	Hold	500	–	–	0.02%	85
2023 Q3	$18.7K	Hold	500	–	–	0.02%	97
2023 Q2	$19.7K	Hold	500	–	–	0.02%	102
2023 Q1	$16K	Sell	500 -500	-50%	-$16.8K	0.01%	114
2022 Q4	$29.7K	Hold	1,000	–	–	0.03%	90
2022 Q3	$26.9K	Buy	+1,000	New	+$35.2K	0.03%	83

Other funds holding APAM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

CCM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legend Financial Advisors's APAM Position: Q3 2025 in Review

Legend Financial Advisors sold out of Artisan Partners (APAM) in Q3 2025, closing a stake of 1,700 shares — an estimated $75.4K sold.

Legend Financial Advisors first reported a position in APAM in Q3 2022 and held it in 11 quarters. The position peaked at $75.4K in Q2 2025. 398 funds tracked by Wall St. Rank hold APAM as of Q3 2025.

Legend Financial Advisors reported no remaining Artisan Partners position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 1,700 Artisan Partners shares in Q3 2025, an estimated $75.4K.
Legend Financial Advisors first reported a position in Artisan Partners in Q3 2022 and held it in 11 quarters.
Legend Financial Advisors's Artisan Partners position peaked at $75.4K in Q2 2025.
398 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.