Mackenzie Financial’s Artisan Partners APAM Stock Holding History

Mackenzie 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 Q3	$1.85M	Buy	51,285 +41,905	+447%	+$1.66M	﹤0.01%	1057
2026 Q2	$324K	Hold	9,380	–	–	﹤0.01%	1398
2026 Q1	$341K	Sell	9,380 -37,634	-80%	-$1.54M	﹤0.01%	1280
2025 Q4	$1.93M	Sell	47,014 -4,394	-9%	-$188K	﹤0.01%	884
2025 Q3	$2.23M	Buy	51,408 +34,969	+213%	+$1.61M	﹤0.01%	803
2025 Q2	$729K	Sell	16,439 -970	-6%	-$38.8K	﹤0.01%	1103
2025 Q1	$681K	Sell	17,409 -25,603	-60%	-$1.08M	﹤0.01%	1096
2024 Q4	$1.85M	Buy	+43,012	New	+$1.96M	﹤0.01%	797
2020 Q3	–	Sell	-8,475	Closed	-$275K	–	992
2020 Q2	$275K	Sell	8,475 -72,809	-90%	-$2.02M	﹤0.01%	886
2020 Q1	$1.75M	Buy	+81,284	New	+$2.44M	0.01%	531
2019 Q4	–	Sell	-11,180	Closed	-$316K	–	1077
2019 Q3	$316K	Hold	11,180	–	–	﹤0.01%	883
2019 Q2	$308K	Hold	11,180	–	–	﹤0.01%	955
2019 Q1	$281K	Sell	11,180 -20,474	-65%	-$500K	﹤0.01%	1119
2018 Q4	$700K	Hold	31,654	–	–	﹤0.01%	872
2018 Q3	$1.03M	Hold	31,654	–	–	﹤0.01%	751
2018 Q2	$954K	Sell	31,654 -20,392	-39%	-$662K	﹤0.01%	689
2018 Q1	$1.73M	Sell	52,046 -16,611	-24%	-$599K	﹤0.01%	585
2017 Q4	$2.71M	Buy	+68,657	New	+$2.55M	0.01%	494

Other funds holding APAM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mackenzie Financial's APAM Position: Q3 2026 in Review

Mackenzie Financial increased its Artisan Partners (APAM) stake by 447% in Q3 2026, buying an estimated $1.66M and bringing the position to 51,285 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Mackenzie Financial first reported a position in APAM in Q4 2017 and has held it in 18 quarters since. The position peaked at $2.71M in Q4 2017. 220 funds tracked by Wall St. Rank hold APAM as of Q3 2026.

Mackenzie Financial held 51,285 shares of Artisan Partners worth $1.85M as of Q3 2026.
Mackenzie Financial bought 41,905 Artisan Partners shares in Q3 2026, an estimated $1.66M.
Artisan Partners made up ﹤0.01% of Mackenzie Financial's portfolio in Q3 2026, its #1057 holding.
Mackenzie Financial first reported a position in Artisan Partners in Q4 2017 and has held it in 18 quarters since.
Mackenzie Financial's Artisan Partners position peaked at $2.71M in Q4 2017.
220 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.