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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
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
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30.48%
1-Year Est. Return
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1-Year Est. Return
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$1.91T AUM
VCM
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$4.04T AUM
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
VNIM
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$9.96B AUM
41%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
CCM
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Chicago, Illinois
$3.91B AUM
34.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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