Lindbrook Capital’s Artisan Partners APAM Stock Holding History

Lindbrook Capital’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 Q1	$7.27K	Hold	186	–	–	﹤0.01%	1791
2024 Q4	$8.01K	Hold	186	–	–	﹤0.01%	1772
2024 Q3	$8.06K	Hold	186	–	–	﹤0.01%	1793
2024 Q2	$7.68K	Sell	186 -9	-5%	-$388	﹤0.01%	1779
2024 Q1	$8.93K	Hold	195	–	–	﹤0.01%	1636
2023 Q4	$8.62K	Sell	195 -10	-5%	-$377	﹤0.01%	1623
2023 Q3	$7.67K	Sell	205 -16	-7%	-$620	﹤0.01%	1541
2023 Q2	$8.69K	Buy	221 +9	+4%	+$311	﹤0.01%	1549
2023 Q1	$6.78K	Buy	212 +61	+40%	+$2.05K	﹤0.01%	1707
2022 Q4	$4.49K	Buy	151 +55	+57%	+$1.69K	﹤0.01%	1879
2022 Q3	$3K	Buy	96 +21	+28%	+$738	﹤0.01%	1833
2022 Q2	$3K	Hold	75	–	–	﹤0.01%	1741
2022 Q1	$3K	Hold	75	–	–	﹤0.01%	1783
2021 Q4	$4K	Hold	75	–	–	﹤0.01%	1554
2021 Q3	$4K	Hold	75	–	–	﹤0.01%	1294
2021 Q2	$4K	Hold	75	–	–	﹤0.01%	1335
2021 Q1	$4K	Hold	75	–	–	﹤0.01%	1302
2020 Q4	$4K	Hold	75	–	–	﹤0.01%	1231
2020 Q3	$3K	Hold	75	–	–	﹤0.01%	1240
2020 Q2	$2K	Buy	75 +51	+213%	+$1.41K	﹤0.01%	1350
2020 Q1	$1K	Hold	24	–	–	﹤0.01%	1383
2019 Q4	$1K	Hold	24	–	–	﹤0.01%	1355
2019 Q3	$1K	Hold	24	–	–	﹤0.01%	1333
2019 Q2	$0	Hold	24	–	–	﹤0.01%	1392
2019 Q1	$0	Hold	24	–	–	﹤0.01%	1390
2018 Q4	$0	Buy	+24	New	+$640	﹤0.01%	1353

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 $34B AUM 6.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lindbrook Capital's APAM Position: Q1 2025 in Review

Lindbrook Capital held its Artisan Partners (APAM) position steady in Q1 2025 at 186 shares worth $7.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

Lindbrook Capital first reported a position in APAM in Q4 2018 and has held it in 26 quarters since. The position peaked at $8.93K in Q1 2024. 359 funds tracked by Wall St. Rank hold APAM as of Q1 2025.

Lindbrook Capital held 186 shares of Artisan Partners worth $7.27K as of Q1 2025.
Lindbrook Capital left its Artisan Partners share count unchanged in Q1 2025.
Artisan Partners made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1791 holding.
Lindbrook Capital first reported a position in Artisan Partners in Q4 2018 and has held it in 26 quarters since.
Lindbrook Capital's Artisan Partners position peaked at $8.93K in Q1 2024.
359 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.