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LifeSteps Financial’s Artisan Partners APAM Stock Holding History

LifeSteps Financial’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 		$2.76K Buy
+80
New +$2.94K ﹤0.01% 632

Other funds holding APAM

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

LifeSteps Financial's APAM Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Artisan Partners (APAM) in Q2 2026: 80 shares worth $2.76K. The stake represents ﹤0.01% of the portfolio and ranks #632 among its holdings.

97 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • LifeSteps Financial held 80 shares of Artisan Partners worth $2.76K as of Q2 2026.
  • Artisan Partners was a new LifeSteps Financial position in Q2 2026.
  • Artisan Partners made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #632 holding.
  • 97 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.