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NewSquare Capital’s Artisan Partners APAM Stock Holding History

NewSquare Capital’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
Q2 		– Sell
-52
Closed -$2.03K – 1313
2025
Q1 		$2.03K Buy
+52
New +$2.2K ﹤0.01% 842
2024
Q2 		– Sell
-15,140
Closed -$693K – 364
2024
Q1 		$693K Buy
+15,140
New +$650K 0.06% 133
2021
Q4 		– Sell
-11,665
Closed -$571K – 362
2021
Q3 		$571K Sell
11,665
-265
-2% -$13.4K 0.07% 135
2021
Q2 		$606K Buy
11,930
+190
+2% +$9.99K 0.07% 135
2021
Q1 		$612K Buy
11,740
+2,085
+22% +$106K 0.08% 126
2020
Q4 		$486K Buy
+9,655
New +$439K 0.07% 126

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NewSquare Capital's APAM Position: Q2 2025 in Review

NewSquare Capital sold out of Artisan Partners (APAM) in Q2 2025, closing a stake of 52 shares — an estimated $2.03K sold.

NewSquare Capital first reported a position in APAM in Q4 2020 and held it in 6 quarters. The position peaked at $693K in Q1 2024. 367 funds tracked by Wall St. Rank hold APAM as of Q2 2025.

  • NewSquare Capital reported no remaining Artisan Partners position as of Q2 2025 after selling out during the quarter.
  • NewSquare Capital sold 52 Artisan Partners shares in Q2 2025, an estimated $2.03K.
  • NewSquare Capital first reported a position in Artisan Partners in Q4 2020 and held it in 6 quarters.
  • NewSquare Capital's Artisan Partners position peaked at $693K in Q1 2024.
  • 367 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2025.

Based on NewSquare Capital's 13F filing for Q2 2025, filed 5 Aug 2025.