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Mirabella Financial Services’s Artisan Partners APAM Stock Holding History

Mirabella Financial Services’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 		$1.06M Buy
+30,707
New +$1.13M 0.1% 89
2026
Q1 		– Sell
-10,233
Closed -$417K – 906
2025
Q4 		$417K Buy
+10,233
New +$437K 0.04% 336

Other funds holding APAM

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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

Mirabella Financial Services's APAM Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in Artisan Partners (APAM) in Q2 2026: 30,707 shares worth $1.06M. The stake represents 0.1% of the portfolio and ranks #89 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in APAM as recently as Q4 2025.

Mirabella Financial Services first reported a position in APAM in Q4 2025 and has held it in 2 quarters since. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Mirabella Financial Services held 30,707 shares of Artisan Partners worth $1.06M as of Q2 2026.
  • Artisan Partners was a new Mirabella Financial Services position in Q2 2026.
  • Artisan Partners made up 0.1% of Mirabella Financial Services's portfolio in Q2 2026, its #89 holding.
  • Mirabella Financial Services first reported a position in Artisan Partners in Q4 2025 and has held it in 2 quarters since.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.