NAAA
APAM icon

New Age Alpha Advisors’s Artisan Partners APAM Stock Holding History

New Age Alpha Advisors’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
2025
Q3 		– Sell
-4,039
Closed -$179K – 816
2025
Q2 		$179K Buy
+4,039
New +$161K 0.01% 650

Other funds holding APAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

New Age Alpha Advisors's APAM Position: Q3 2025 in Review

New Age Alpha Advisors sold out of Artisan Partners (APAM) in Q3 2025, closing a stake of 4,039 shares — an estimated $179K sold.

New Age Alpha Advisors first reported a position in APAM in Q2 2025 and held it in 1 quarter. The position peaked at $179K in Q2 2025. 398 funds tracked by Wall St. Rank hold APAM as of Q3 2025.

  • New Age Alpha Advisors reported no remaining Artisan Partners position as of Q3 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 4,039 Artisan Partners shares in Q3 2025, an estimated $179K.
  • New Age Alpha Advisors first reported a position in Artisan Partners in Q2 2025 and held it in 1 quarter.
  • New Age Alpha Advisors's Artisan Partners position peaked at $179K in Q2 2025.
  • 398 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2025.

Based on New Age Alpha Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.