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NewEdge Advisors’s Artisan Partners APAM Stock Holding History

NewEdge 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
2026
Q1 		– Sell
-11
Closed -$448 – 4143
2025
Q4 		$448 Buy
+11
New +$469 ﹤0.01% 4074
2024
Q3 		– Sell
-11
Closed -$454 – 3813
2024
Q2 		$454 Buy
11
+1
+10% +$43 ﹤0.01% 3576
2024
Q1 		$469 Sell
10
-361
-97% -$15.5K ﹤0.01% 3593
2023
Q4 		$16.4K Buy
+371
New +$14K ﹤0.01% 2650
2023
Q2 		– Sell
-1,422
Closed -$45.5K – 3487
2023
Q1 		$45.5K Buy
1,422
+352
+33% +$11.8K ﹤0.01% 2043
2022
Q4 		$31.8K Buy
+1,070
New +$32.9K ﹤0.01% 1933
2021
Q4 		– Sell
-21,334
Closed -$1.04M – 1633
2021
Q3 		$1.04M Buy
21,334
+1,981
+10% +$100K 0.03% 515
2021
Q2 		$984K Buy
19,353
+3,212
+20% +$169K 0.03% 499
2021
Q1 		$842K Sell
16,141
-939
-5% -$47.9K 0.03% 506
2020
Q4 		$860K Buy
+17,080
New +$776K 0.03% 451
2017
Q3 		– Sell
-760
Closed -$23.4K – 407
2017
Q2 		$23.4K Buy
+760
New +$21.8K ﹤0.01% 692

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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

NewEdge Advisors's APAM Position: Q1 2026 in Review

NewEdge Advisors sold out of Artisan Partners (APAM) in Q1 2026, closing a stake of 11 shares — an estimated $448 sold.

NewEdge Advisors first reported a position in APAM in Q2 2017 and held it in 11 quarters. The position peaked at $1.04M in Q3 2021. 384 funds tracked by Wall St. Rank hold APAM as of Q1 2026.

  • NewEdge Advisors reported no remaining Artisan Partners position as of Q1 2026 after selling out during the quarter.
  • NewEdge Advisors sold 11 Artisan Partners shares in Q1 2026, an estimated $448.
  • NewEdge Advisors first reported a position in Artisan Partners in Q2 2017 and held it in 11 quarters.
  • NewEdge Advisors's Artisan Partners position peaked at $1.04M in Q3 2021.
  • 384 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.