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Measured Wealth Private Client Group’s Artisan Partners APAM Stock Holding History

Measured Wealth Private Client 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 		$23.7K Sell
685
-1,035
-60% -$38.1K 0.01% 457
2026
Q1 		$62.6K Sell
1,720
-42
-2% -$1.72K 0.02% 272
2025
Q4 		$71.8K Sell
1,762
-3,576
-67% -$153K 0.02% 274
2025
Q3 		$232K Sell
5,338
-1,125
-17% -$51.9K 0.06% 160
2025
Q2 		$287K Sell
6,463
-7,558
-54% -$302K 0.09% 147
2025
Q1 		$548K Buy
14,021
+2,593
+23% +$110K 0.18% 81
2024
Q4 		$492K Buy
11,428
+3,760
+49% +$172K 0.16% 86
2024
Q3 		$332K Sell
7,668
-7,063
-48% -$291K 0.11% 124
2024
Q2 		$608K Sell
14,731
-9,635
-40% -$416K 0.21% 73
2024
Q1 		$1.12M Buy
24,366
+1,480
+6% +$63.6K 0.39% 30
2023
Q4 		$1.01M Buy
22,886
+1,168
+5% +$44.1K 0.37% 34
2023
Q3 		$813K Buy
21,718
+2,772
+15% +$107K 0.33% 46
2023
Q2 		$745K Buy
+18,946
New +$654K 0.28% 44
2022
Q1 		– Sell
-5,485
Closed -$261K – 172
2021
Q4 		$261K Sell
5,485
-1,552
-22% -$74.5K 0.09% 134
2021
Q3 		$344K Sell
7,037
-25,366
-78% -$1.28M 0.13% 103
2021
Q2 		$1.65M Buy
+32,403
New +$1.7M 0.52% 39
2019
Q3 		– Sell
-10,605
Closed -$292K – 140
2019
Q2 		$292K Sell
10,605
-1,960
-16% -$52.2K 0.17% 132
2019
Q1 		$316K Buy
+12,565
New +$307K 0.19% 117
2018
Q4 		– Sell
-10,000
Closed -$324K – 139
2018
Q3 		$324K Buy
10,000
+225
+2% +$7.33K 0.19% 99
2018
Q2 		$294K Buy
+9,775
New +$317K 0.24% 104

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

Measured Wealth Private Client Group's APAM Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Artisan Partners (APAM) stake by 60% in Q2 2026, selling an estimated $38.1K and leaving 685 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #457.

Measured Wealth Private Client Group first reported a position in APAM in Q2 2018 and has held it in 20 quarters since. The position peaked at $1.65M in Q2 2021. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Measured Wealth Private Client Group held 685 shares of Artisan Partners worth $23.7K as of Q2 2026.
  • Measured Wealth Private Client Group sold 1,035 Artisan Partners shares in Q2 2026, an estimated $38.1K.
  • Artisan Partners made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #457 holding.
  • Measured Wealth Private Client Group first reported a position in Artisan Partners in Q2 2018 and has held it in 20 quarters since.
  • Measured Wealth Private Client Group's Artisan Partners position peaked at $1.65M in Q2 2021.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.