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NewEdge Wealth’s Artisan Partners APAM Stock Holding History

NewEdge Wealth’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 		$1.27M Sell
36,714
-22
-0.1% -$809 0.01% 591
2026
Q1 		$1.34M Sell
36,736
-4,133
-10% -$169K 0.02% 545
2025
Q4 		$1.67M Sell
40,869
-2,974
-7% -$127K 0.02% 502
2025
Q3 		$1.96M Buy
43,843
+135
+0.3% +$6.22K 0.03% 402
2025
Q2 		$1.98M Sell
43,708
-3,218
-7% -$129K 0.03% 377
2025
Q1 		$1.83M Sell
46,926
-2,135
-4% -$90.4K 0.03% 364
2024
Q4 		$2.11M Sell
49,061
-8,995
-15% -$411K 0.04% 343
2024
Q3 		$2.51M Buy
58,056
+8,909
+18% +$368K 0.05% 310
2024
Q2 		$2.03M Sell
49,147
-395
-0.8% -$17K 0.04% 325
2024
Q1 		$2.08M Buy
49,542
+514
+1% +$22.1K 0.05% 318
2023
Q4 		$2.17M Sell
49,028
-3,423
-7% -$129K 0.06% 284
2023
Q3 		$1.96M Sell
52,451
-374
-0.7% -$14.5K 0.06% 261
2023
Q2 		$2.08M Sell
52,825
-236
-0.4% -$8.15K 0.07% 244
2023
Q1 		$1.7M Sell
53,061
-1,926
-4% -$64.6K 0.06% 250
2022
Q4 		$1.63M Sell
54,987
-386
-0.7% -$11.9K 0.07% 239
2022
Q3 		$1.49M Buy
55,373
+17,611
+47% +$619K 0.07% 230
2022
Q2 		$1.34M Buy
37,762
+10,189
+37% +$371K 0.06% 249
2022
Q1 		$1.08M Buy
27,573
+1,120
+4% +$45.5K 0.05% 218
2021
Q4 		$1.26M Buy
26,453
+478
+2% +$22.9K 0.05% 213
2021
Q3 		$1.27M Buy
25,975
+426
+2% +$21.5K 0.08% 161
2021
Q2 		$1.3M Buy
25,549
+2,764
+12% +$145K 0.1% 154
2021
Q1 		$1.19M Buy
22,785
+12,489
+121% +$637K 0.12% 141
2020
Q4 		$518K Buy
+10,296
New +$468K 0.16% 113

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
Charles Schwab
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
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

NewEdge Wealth's APAM Position: Q2 2026 in Review

NewEdge Wealth reduced its Artisan Partners (APAM) stake by 0.06% in Q2 2026, selling an estimated $809 and leaving 36,714 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #591.

NewEdge Wealth first reported a position in APAM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.51M in Q3 2024. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • NewEdge Wealth held 36,714 shares of Artisan Partners worth $1.27M as of Q2 2026.
  • NewEdge Wealth sold 22 Artisan Partners shares in Q2 2026, an estimated $809.
  • Artisan Partners made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #591 holding.
  • NewEdge Wealth first reported a position in Artisan Partners in Q4 2020 and has held it in 23 quarters since.
  • NewEdge Wealth's Artisan Partners position peaked at $2.51M in Q3 2024.
  • 382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.