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 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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

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

CCM

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

Mackenzie Financial's APAM Position: Q2 2026 in Review

Mackenzie Financial held its Artisan Partners (APAM) position steady in Q2 2026 at 9,380 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

Mackenzie Financial first reported a position in APAM in Q4 2017 and has held it in 17 quarters since. The position peaked at $2.71M in Q4 2017. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Mackenzie Financial held 9,380 shares of Artisan Partners worth $324K as of Q2 2026.
Mackenzie Financial left its Artisan Partners share count unchanged in Q2 2026.
Artisan Partners made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1398 holding.
Mackenzie Financial first reported a position in Artisan Partners in Q4 2017 and has held it in 17 quarters since.
Mackenzie Financial's Artisan Partners position peaked at $2.71M in Q4 2017.
382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.