MPWT
APAM icon

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 – 831
2016
Q1 		$17.3K Buy
+560
New +$16.4K ﹤0.01% 463

Other funds holding APAM

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return