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 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 $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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return