Mosaic Family Wealth Partners’s Artisan Partners APAM Stock Holding History

Mosaic Family Wealth 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 Q2	$281K	Buy	8,139 +877	+12%	+$32.3K	0.02%	367
2026 Q1	$264K	Hold	7,262	–	–	0.03%	245
2025 Q4	$296K	Hold	7,262	–	–	0.03%	193
2025 Q3	$317K	Hold	7,262	–	–	0.04%	182
2025 Q2	$322K	Hold	7,262	–	–	0.04%	170
2025 Q1	$284K	Hold	7,262	–	–	0.04%	179
2024 Q4	$313K	Hold	7,262	–	–	0.05%	166
2024 Q3	$315K	Hold	7,262	–	–	0.05%	161
2024 Q2	$300K	Hold	7,262	–	–	0.05%	151
2024 Q1	$332K	Hold	7,262	–	–	0.05%	148
2023 Q4	$321K	Sell	7,262 -11	-0.2%	-$415	0.06%	138
2023 Q3	$272K	Hold	7,273	–	–	0.05%	148
2023 Q2	$286K	Hold	7,273	–	–	0.06%	149
2023 Q1	$233K	Hold	7,273	–	–	0.05%	164
2022 Q4	$216K	Buy	+7,273	New	+$223K	0.06%	167

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

Mosaic Family Wealth Partners's APAM Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Artisan Partners (APAM) stake by 12% in Q2 2026, buying an estimated $32.3K and bringing the position to 8,139 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #367.

Mosaic Family Wealth Partners first reported a position in APAM in Q4 2022 and has held it in 15 quarters since. The position peaked at $332K in Q1 2024. 380 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Mosaic Family Wealth Partners held 8,139 shares of Artisan Partners worth $281K as of Q2 2026.
Mosaic Family Wealth Partners bought 877 Artisan Partners shares in Q2 2026, an estimated $32.3K.
Artisan Partners made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #367 holding.
Mosaic Family Wealth Partners first reported a position in Artisan Partners in Q4 2022 and has held it in 15 quarters since.
Mosaic Family Wealth Partners's Artisan Partners position peaked at $332K in Q1 2024.
380 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.