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Mather Group’s Artisan Partners APAM Stock Holding History

Mather Group’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 		$14.1K Hold
407
– – ﹤0.01% 1417
2026
Q1 		$14.8K Buy
+407
New +$16.6K ﹤0.01% 1357
2025
Q4 		– Sell
-407
Closed -$17.7K – 693
2025
Q3 		$17.7K Buy
+407
New +$18.8K ﹤0.01% 1147
2025
Q2 		– Sell
-466
Closed -$18.2K – 663
2025
Q1 		$18.2K Sell
466
-92
-16% -$3.9K ﹤0.01% 1108
2024
Q4 		$24K Buy
558
+2
+0.4% +$91 ﹤0.01% 1042
2024
Q3 		$24.1K Sell
556
-38
-6% -$1.57K ﹤0.01% 1027
2024
Q2 		$27.2K Buy
594
+8
+1% +$345 ﹤0.01% 1186
2024
Q1 		$25.9K Buy
+586
New +$25.2K ﹤0.01% 1001

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

Mather Group's APAM Position: Q2 2026 in Review

Mather Group held its Artisan Partners (APAM) position steady in Q2 2026 at 407 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Mather Group first reported a position in APAM in Q1 2024 and has held it in 8 quarters since. The position peaked at $27.2K in Q2 2024. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Mather Group held 407 shares of Artisan Partners worth $14.1K as of Q2 2026.
  • Mather Group left its Artisan Partners share count unchanged in Q2 2026.
  • Artisan Partners made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1417 holding.
  • Mather Group first reported a position in Artisan Partners in Q1 2024 and has held it in 8 quarters since.
  • Mather Group's Artisan Partners position peaked at $27.2K in Q2 2024.
  • 382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.