Morse Asset Management’s Artisan Partners APAM Stock Holding History

Morse Asset 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	$291K	Hold	8,435	–	–	0.05%	146
2026 Q1	$307K	Hold	8,435	–	–	0.06%	141
2025 Q4	$344K	Hold	8,435	–	–	0.07%	137
2025 Q3	$366K	Hold	8,435	–	–	0.07%	126
2025 Q2	$374K	Hold	8,435	–	–	0.08%	132
2025 Q1	$330K	Sell	8,435 -1,600	-16%	-$67.8K	0.08%	123
2024 Q4	$432K	Sell	10,035 -350	-3%	-$16K	0.1%	126
2024 Q3	$450K	Sell	10,385 -50	-0.5%	-$2.06K	0.1%	136
2024 Q2	$431K	Buy	10,435 +300	+3%	+$12.9K	0.1%	119
2024 Q1	$464K	Buy	10,135 +605	+6%	+$26K	0.12%	108
2023 Q4	$421K	Buy	9,530 +2,330	+32%	+$87.9K	0.12%	109
2023 Q3	$269K	Buy	7,200 +1,150	+19%	+$44.6K	0.09%	121
2023 Q2	$238K	Buy	+6,050	New	+$209K	0.07%	133

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

Morse Asset Management's APAM Position: Q2 2026 in Review

Morse Asset Management held its Artisan Partners (APAM) position steady in Q2 2026 at 8,435 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #146.

Morse Asset Management first reported a position in APAM in Q2 2023 and has held it in 13 quarters since. The position peaked at $464K in Q1 2024. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Morse Asset Management held 8,435 shares of Artisan Partners worth $291K as of Q2 2026.
Morse Asset Management left its Artisan Partners share count unchanged in Q2 2026.
Artisan Partners made up 0.05% of Morse Asset Management's portfolio in Q2 2026, its #146 holding.
Morse Asset Management first reported a position in Artisan Partners in Q2 2023 and has held it in 13 quarters since.
Morse Asset Management's Artisan Partners position peaked at $464K in Q1 2024.
382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.