Marshall Wace
APAM icon

Marshall Wace’s Artisan Partners APAM Stock Holding History

Marshall Wace’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 		$629K Sell
18,208
-24,472
-57% -$900K ﹤0.01% 2415
2026
Q1 		$1.55M Buy
42,680
+5,380
+14% +$220K ﹤0.01% 1923
2025
Q4 		$1.52M Sell
37,300
-1,263
-3% -$53.9K ﹤0.01% 1717
2025
Q3 		$1.67M Buy
+38,563
New +$1.78M ﹤0.01% 1705
2025
Q2 		– Sell
-133,007
Closed -$5.2M – 2674
2025
Q1 		$5.2M Buy
+133,007
New +$5.63M 0.01% 1046
2024
Q4 		– Sell
-6,062
Closed -$263K – 2558
2024
Q3 		$263K Sell
6,062
-2,813
-32% -$116K ﹤0.01% 2202
2024
Q2 		$366K Buy
+8,875
New +$383K ﹤0.01% 2079
2023
Q3 		– Sell
-21,474
Closed -$844K – 2163
2023
Q2 		$844K Sell
21,474
-33,699
-61% -$1.16M ﹤0.01% 1790
2023
Q1 		$1.76M Sell
55,173
-77,213
-58% -$2.59M ﹤0.01% 1520
2022
Q4 		$3.93M Buy
+132,386
New +$4.07M 0.01% 1349
2022
Q1 		– Sell
-98,642
Closed -$4.7M – 3315
2021
Q4 		$4.7M Buy
+98,642
New +$4.74M 0.01% 1405
2020
Q3 		– Sell
-137,941
Closed -$4.48M – 1555
2020
Q2 		$4.48M Buy
+137,941
New +$3.82M 0.03% 507
2019
Q4 		– Sell
-190,357
Closed -$5.38M – 1673
2019
Q3 		$5.38M Sell
190,357
-719,986
-79% -$20.1M 0.04% 484
2019
Q2 		$25.1M Buy
910,343
+135,107
+17% +$3.6M 0.21% 101
2019
Q1 		$19.5M Buy
775,236
+176,717
+30% +$4.32M 0.18% 131
2018
Q4 		$13.2M Buy
+598,519
New +$16M 0.14% 185

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
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

Marshall Wace's APAM Position: Q2 2026 in Review

Marshall Wace reduced its Artisan Partners (APAM) stake by 57% in Q2 2026, selling an estimated $900K and leaving 18,208 shares worth $629K. The position accounts for ﹤0.01% of the portfolio, ranked #2415.

Marshall Wace first reported a position in APAM in Q4 2018 and has held it in 16 quarters since. The position peaked at $25.1M in Q2 2019. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Marshall Wace held 18,208 shares of Artisan Partners worth $629K as of Q2 2026.
  • Marshall Wace sold 24,472 Artisan Partners shares in Q2 2026, an estimated $900K.
  • Artisan Partners made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2415 holding.
  • Marshall Wace first reported a position in Artisan Partners in Q4 2018 and has held it in 16 quarters since.
  • Marshall Wace's Artisan Partners position peaked at $25.1M in Q2 2019.
  • 382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.