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Morningstar Investment Management’s Artisan Partners APAM Stock Holding History

Morningstar Investment 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 		$3.23M Hold
88,669
– – 0.2% 126
2026
Q1 		$3.23M Buy
88,669
+53,507
+152% +$2.19M 0.2% 125
2025
Q4 		$1.43M Hold
35,162
– – 0.08% 192
2025
Q3 		$1.53M Buy
+35,162
New +$1.62M 0.06% 292

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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

Morningstar Investment Management's APAM Position: Q2 2026 in Review

Morningstar Investment Management held its Artisan Partners (APAM) position steady in Q2 2026 at 88,669 shares worth $3.23M. The position accounts for 0.2% of the portfolio, ranked #126.

Morningstar Investment Management first reported a position in APAM in Q3 2025 and has held it in 4 quarters since. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Morningstar Investment Management held 88,669 shares of Artisan Partners worth $3.23M as of Q2 2026.
  • Morningstar Investment Management left its Artisan Partners share count unchanged in Q2 2026.
  • Artisan Partners made up 0.2% of Morningstar Investment Management's portfolio in Q2 2026, its #126 holding.
  • Morningstar Investment Management first reported a position in Artisan Partners in Q3 2025 and has held it in 4 quarters since.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.