Moran Wealth Management’s Artisan Partners APAM Stock Holding History

Moran Wealth 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
2026 Q1	$1.84M	Buy	50,515 +10,448	+26%	+$427K	0.06%	320
2025 Q4	$1.63M	Sell	40,067 -5,849	-13%	-$250K	0.05%	306
2025 Q3	$1.99M	Sell	45,916 -2,707	-6%	-$125K	0.06%	284
2025 Q2	$2.16M	Sell	48,623 -6,688	-12%	-$267K	0.07%	277
2025 Q1	$2.16M	Sell	55,311 -2,390	-4%	-$101K	0.07%	264
2024 Q4	$2.48M	Sell	57,701 -1,560	-3%	-$71.3K	0.08%	240
2024 Q3	$2.57M	Buy	59,261 +1,242	+2%	+$51.3K	0.08%	242
2024 Q2	$2.39M	Buy	58,019 +1,136	+2%	+$49K	0.08%	239
2024 Q1	$2.6M	Buy	56,883 +21,947	+63%	+$943K	0.08%	241
2023 Q4	$1.54M	Buy	34,936 +13,686	+64%	+$516K	0.05%	269
2023 Q3	$795K	Buy	21,250 +10,604	+100%	+$411K	0.03%	271
2023 Q2	$418K	Buy	+10,646	New	+$368K	0.02%	311

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