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	–	3814
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 New York $5.7T AUM 30.48% 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return