Navellier & Associates’s Artisan Partners APAM Stock Holding History

Navellier & Associates’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	$2.94M	Buy	85,193 +3,411	+4%	+$125K	0.23%	98
2026 Q1	$2.98M	Sell	81,782 -3,887	-5%	-$159K	0.31%	76
2025 Q4	$3.49M	Buy	+85,669	New	+$3.66M	0.39%	62
2022 Q2	–	Sell	-15,401	Closed	-$606K	–	277
2022 Q1	$606K	Sell	15,401 -2,070	-12%	-$84.1K	0.1%	170
2021 Q4	$832K	Buy	17,471 +610	+4%	+$29.3K	0.12%	152
2021 Q3	$825K	Buy	16,861 +1,395	+9%	+$70.4K	0.12%	152
2021 Q2	$786K	Buy	15,466 +2,228	+17%	+$117K	0.12%	161
2021 Q1	$691K	Buy	13,238 +536	+4%	+$27.4K	0.12%	147
2020 Q4	$639K	Buy	+12,702	New	+$577K	0.12%	138

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

Navellier & Associates's APAM Position: Q2 2026 in Review

Navellier & Associates increased its Artisan Partners (APAM) stake by 4.2% in Q2 2026, buying an estimated $125K and bringing the position to 85,193 shares worth $2.94M. The position accounts for 0.23% of the portfolio, ranked #98.

Navellier & Associates first reported a position in APAM in Q4 2020 and has held it in 9 quarters since. The position peaked at $3.49M in Q4 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Navellier & Associates held 85,193 shares of Artisan Partners worth $2.94M as of Q2 2026.
Navellier & Associates bought 3,411 Artisan Partners shares in Q2 2026, an estimated $125K.
Artisan Partners made up 0.23% of Navellier & Associates's portfolio in Q2 2026, its #98 holding.
Navellier & Associates first reported a position in Artisan Partners in Q4 2020 and has held it in 9 quarters since.
Navellier & Associates's Artisan Partners position peaked at $3.49M in Q4 2025.
381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.