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MassMutual Private Wealth & Trust’s Artisan Partners APAM Stock Holding History

MassMutual Private Wealth & Trust’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 		$23.4K Buy
678
+5
+0.7% +$184 ﹤0.01% 1060
2026
Q1 		$24.5K Buy
673
+500
+289% +$20.4K ﹤0.01% 1017
2025
Q4 		$7.05K Sell
173
-56
-24% -$2.39K ﹤0.01% 1538
2025
Q3 		$9.94K Buy
229
+62
+37% +$2.86K ﹤0.01% 1402
2025
Q2 		$7.4K Buy
167
+103
+161% +$4.12K ﹤0.01% 1478
2025
Q1 		$2.5K Sell
64
-44
-41% -$1.86K ﹤0.01% 1845
2024
Q4 		$4.65K Hold
108
– – ﹤0.01% 1557
2024
Q3 		$4.68K Buy
108
+72
+200% +$2.97K ﹤0.01% 1408
2024
Q2 		$1.49K Sell
36
-3
-8% -$129 ﹤0.01% 1725
2024
Q1 		$1.78K Buy
+39
New +$1.68K ﹤0.01% 1581
2023
Q4 		– Sell
-27
Closed -$1.01K – 1955
2023
Q3 		$1.01K Buy
+27
New +$1.05K ﹤0.01% 1690
2020
Q1 		– Sell
-936
Closed -$30K – 662
2019
Q4 		$30K Buy
+936
New +$27K ﹤0.01% 487
2016
Q2 		– Sell
-560
Closed -$17.3K – 823
2016
Q1 		$17.3K Buy
+560
New +$16.4K ﹤0.01% 463

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

MassMutual Private Wealth & Trust's APAM Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Artisan Partners (APAM) stake by 0.74% in Q2 2026, buying an estimated $184 and bringing the position to 678 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

MassMutual Private Wealth & Trust first reported a position in APAM in Q1 2016 and has held it in 13 quarters since. The position peaked at $30K in Q4 2019. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • MassMutual Private Wealth & Trust held 678 shares of Artisan Partners worth $23.4K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 5 Artisan Partners shares in Q2 2026, an estimated $184.
  • Artisan Partners made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1060 holding.
  • MassMutual Private Wealth & Trust first reported a position in Artisan Partners in Q1 2016 and has held it in 13 quarters since.
  • MassMutual Private Wealth & Trust's Artisan Partners position peaked at $30K in Q4 2019.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.