Olympiad Research’s Artisan Partners APAM Stock Holding History

Olympiad Research’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	-6,223	Closed	-$243K	–	183
2025 Q1	$243K	Buy	6,223 +683	+12%	+$28.9K	0.28%	134
2024 Q4	$238K	Sell	5,540 -1,643	-23%	-$75K	0.25%	148
2024 Q3	$311K	Sell	7,183 -1,042	-13%	-$43K	0.2%	173
2024 Q2	$339K	Sell	8,225 -201	-2%	-$8.67K	0.25%	136
2024 Q1	$386K	Buy	+8,426	New	+$362K	0.25%	130
2023 Q4	–	Sell	-7,067	Closed	-$264K	–	320
2023 Q3	$264K	Buy	+7,067	New	+$274K	0.26%	166
2020 Q3	–	Sell	-11,415	Closed	-$371K	–	348
2020 Q2	$371K	Sell	11,415 -9,534	-46%	-$264K	0.26%	69
2020 Q1	$450K	Buy	20,949 +13,462	+180%	+$404K	0.45%	42
2019 Q4	$242K	Buy	+7,487	New	+$216K	0.19%	145

Other funds holding APAM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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