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 Q3	$14.7K	Hold	407	–	–	﹤0.01%	1525
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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Romano Brothers & Co Evanston, Illinois $985M AUM 31.89% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Measured Risk Portfolios San Diego, California $93.8M AUM 7.05% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Mather Group's APAM Position: Q3 2026 in Review

Mather Group held its Artisan Partners (APAM) position steady in Q3 2026 at 407 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Mather Group first reported a position in APAM in Q1 2024 and has held it in 9 quarters since. The position peaked at $27.2K in Q2 2024. 60 funds tracked by Wall St. Rank hold APAM as of Q3 2026.

Mather Group held 407 shares of Artisan Partners worth $14.7K as of Q3 2026.
Mather Group left its Artisan Partners share count unchanged in Q3 2026.
Artisan Partners made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1525 holding.
Mather Group first reported a position in Artisan Partners in Q1 2024 and has held it in 9 quarters since.
Mather Group's Artisan Partners position peaked at $27.2K in Q2 2024.
60 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.