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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
Q2 		– Sell
-6,612
Closed -$241K – 2367
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 $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

Merit Financial Group's APAM Position: Q2 2026 in Review

Merit Financial Group sold out of Artisan Partners (APAM) in Q2 2026, closing a stake of 6,612 shares — an estimated $241K sold.

Merit Financial Group first reported a position in APAM in Q4 2024 and held it in 6 quarters. The position peaked at $257K in Q4 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Merit Financial Group reported no remaining Artisan Partners position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 6,612 Artisan Partners shares in Q2 2026, an estimated $241K.
  • Merit Financial Group first reported a position in Artisan Partners in Q4 2024 and held it in 6 quarters.
  • Merit Financial Group's Artisan Partners position peaked at $257K in Q4 2025.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.