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Meritage Portfolio Management’s Artisan Partners APAM Stock Holding History

Meritage Portfolio Management’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
2025
Q4 		$4.28M Sell
104,939
-1,054
-1% -$45K 0.28% 110
2025
Q3 		$4.6M Sell
105,993
-1,727
-2% -$79.6K 0.31% 95
2025
Q2 		$4.78M Sell
107,720
-2,859
-3% -$114K 0.3% 95
2025
Q1 		$4.32M Sell
110,579
-1,800
-2% -$76.3K 0.29% 105
2024
Q4 		$4.84M Sell
112,379
-8,078
-7% -$369K 0.3% 90
2024
Q3 		$5.22M Sell
120,457
-5,548
-4% -$229K 0.32% 98
2024
Q2 		$5.2M Buy
126,005
+34,046
+37% +$1.47M 0.33% 90
2024
Q1 		$4.21M Buy
+91,959
New +$3.95M 0.27% 117
2023
Q4 		– Sell
-75,142
Closed -$2.81M – 334
2023
Q3 		$2.81M Sell
75,142
-989
-1% -$38.3K 0.21% 143
2023
Q2 		$2.99M Buy
76,131
+3,782
+5% +$131K 0.21% 148
2023
Q1 		$2.31M Buy
72,349
+2,183
+3% +$73.2K 0.17% 154
2022
Q4 		$2.08M Sell
70,166
-1,527
-2% -$46.9K 0.16% 169
2022
Q3 		$1.93M Buy
71,693
+25,155
+54% +$884K 0.16% 169
2022
Q2 		$1.66M Buy
+46,538
New +$1.69M 0.13% 176
2022
Q1 		– Sell
-74,334
Closed -$3.54M – 335
2021
Q4 		$3.54M Sell
74,334
-6,729
-8% -$323K 0.2% 120
2021
Q3 		$3.97M Buy
81,063
+22,734
+39% +$1.15M 0.24% 118
2021
Q2 		$2.96M Buy
+58,329
New +$3.07M 0.18% 147

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Meritage Portfolio Management's APAM Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Artisan Partners (APAM) stake by 0.99% in Q4 2025, selling an estimated $45K and leaving 104,939 shares worth $4.28M. The position accounts for 0.28% of the portfolio, ranked #110.

Meritage Portfolio Management first reported a position in APAM in Q2 2021 and has held it in 17 quarters since. The position peaked at $5.22M in Q3 2024. 380 funds tracked by Wall St. Rank hold APAM as of Q4 2025.

  • Meritage Portfolio Management held 104,939 shares of Artisan Partners worth $4.28M as of Q4 2025.
  • Meritage Portfolio Management sold 1,054 Artisan Partners shares in Q4 2025, an estimated $45K.
  • Artisan Partners made up 0.28% of Meritage Portfolio Management's portfolio in Q4 2025, its #110 holding.
  • Meritage Portfolio Management first reported a position in Artisan Partners in Q2 2021 and has held it in 17 quarters since.
  • Meritage Portfolio Management's Artisan Partners position peaked at $5.22M in Q3 2024.
  • 380 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.