Moody Aldrich Partners’s Artisan Partners APAM Stock Holding History

Moody Aldrich Partners’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	$3.9M	Hold	113,059	–	–	0.7%	69
2026 Q1	$4.11M	Hold	113,059	–	–	0.74%	61
2025 Q4	$4.61M	Hold	113,059	–	–	0.86%	44
2025 Q3	$4.91M	Buy	113,059 +53,432	+90%	+$2.46M	0.93%	38
2025 Q2	$2.64M	Buy	+59,627	New	+$2.38M	0.51%	81
2023 Q3	–	Sell	-43,412	Closed	-$1.71M	–	193
2023 Q2	$1.71M	Hold	43,412	–	–	0.33%	99
2023 Q1	$1.39M	Hold	43,412	–	–	0.28%	105
2022 Q4	$1.29M	Hold	43,412	–	–	0.26%	108
2022 Q3	$1.17M	Sell	43,412 -11,643	-21%	-$409K	0.24%	109
2022 Q2	$1.96M	Hold	55,055	–	–	0.38%	82
2022 Q1	$2.17M	Buy	55,055 +19,631	+55%	+$798K	0.3%	81
2021 Q4	$1.69M	Buy	35,424 +9,385	+36%	+$451K	0.24%	100
2021 Q3	$1.27M	Hold	26,039	–	–	0.16%	115
2021 Q2	$1.32M	Buy	26,039 +10,146	+64%	+$533K	0.19%	108
2021 Q1	$829K	Buy	+15,893	New	+$811K	0.12%	132

Other funds holding APAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Moody Aldrich Partners's APAM Position: Q2 2026 in Review

Moody Aldrich Partners held its Artisan Partners (APAM) position steady in Q2 2026 at 113,059 shares worth $3.9M. The position accounts for 0.7% of the portfolio, ranked #69.

Moody Aldrich Partners first reported a position in APAM in Q1 2021 and has held it in 15 quarters since. The position peaked at $4.91M in Q3 2025. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Moody Aldrich Partners held 113,059 shares of Artisan Partners worth $3.9M as of Q2 2026.
Moody Aldrich Partners left its Artisan Partners share count unchanged in Q2 2026.
Artisan Partners made up 0.7% of Moody Aldrich Partners's portfolio in Q2 2026, its #69 holding.
Moody Aldrich Partners first reported a position in Artisan Partners in Q1 2021 and has held it in 15 quarters since.
Moody Aldrich Partners's Artisan Partners position peaked at $4.91M in Q3 2025.
382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.