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 Q2	$1.61M	Sell	46,662 -3,853	-8%	-$142K	0.04%	351
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 $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

Moran Wealth Management's APAM Position: Q2 2026 in Review

Moran Wealth Management reduced its Artisan Partners (APAM) stake by 7.6% in Q2 2026, selling an estimated $142K and leaving 46,662 shares worth $1.61M. The position accounts for 0.04% of the portfolio, ranked #351.

Moran Wealth Management first reported a position in APAM in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.6M in Q1 2024. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Moran Wealth Management held 46,662 shares of Artisan Partners worth $1.61M as of Q2 2026.
Moran Wealth Management sold 3,853 Artisan Partners shares in Q2 2026, an estimated $142K.
Artisan Partners made up 0.04% of Moran Wealth Management's portfolio in Q2 2026, its #351 holding.
Moran Wealth Management first reported a position in Artisan Partners in Q2 2023 and has held it in 13 quarters since.
Moran Wealth Management's Artisan Partners position peaked at $2.6M in Q1 2024.
381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.