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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 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

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

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