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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VNIM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Marshall Wace's APAM Position: Q1 2026 in Review

Marshall Wace increased its Artisan Partners (APAM) stake by 14% in Q1 2026, buying an estimated $220K and bringing the position to 42,680 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

Marshall Wace first reported a position in APAM in Q4 2018 and has held it in 15 quarters since. The position peaked at $25.1M in Q2 2019. 383 funds tracked by Wall St. Rank hold APAM as of Q1 2026.

Marshall Wace held 42,680 shares of Artisan Partners worth $1.55M as of Q1 2026.
Marshall Wace bought 5,380 Artisan Partners shares in Q1 2026, an estimated $220K.
Artisan Partners made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1923 holding.
Marshall Wace first reported a position in Artisan Partners in Q4 2018 and has held it in 15 quarters since.
Marshall Wace's Artisan Partners position peaked at $25.1M in Q2 2019.
383 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.