MFG
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Merit Financial Group’s Artisan Partners APAM Stock Holding History

Merit Financial 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 		$241K Buy
6,612
+301
+5% +$12.3K ﹤0.01% 1792
2025
Q4 		$257K Buy
6,311
+1,329
+27% +$56.7K ﹤0.01% 1653
2025
Q3 		$216K Buy
4,982
+361
+8% +$16.6K ﹤0.01% 1629
2025
Q2 		$205K Sell
4,621
-897
-16% -$35.8K ﹤0.01% 1544
2025
Q1 		$216K Buy
5,518
+96
+2% +$4.07K ﹤0.01% 1261
2024
Q4 		$233K Buy
+5,422
New +$248K ﹤0.01% 1037

Other funds holding APAM

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return