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OneDigital Investment Advisors’s Artisan Partners APAM Stock Holding History

OneDigital Investment 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
Q2 		$595K Buy
17,231
+5,494
+47% +$202K 0.01% 967
2026
Q1 		$427K Sell
11,737
-487
-4% -$19.9K ﹤0.01% 1009
2025
Q4 		$498K Sell
12,224
-64
-0.5% -$2.73K ﹤0.01% 951
2025
Q3 		$533K Sell
12,288
-188
-2% -$8.66K 0.01% 899
2025
Q2 		$553K Sell
12,476
-262
-2% -$10.5K 0.01% 866
2025
Q1 		$498K Buy
12,738
+1,047
+9% +$44.4K 0.01% 854
2024
Q4 		$503K Buy
+11,691
New +$534K 0.01% 887

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 $3.38T AUM 44.17% 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

OneDigital Investment Advisors's APAM Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Artisan Partners (APAM) stake by 47% in Q2 2026, buying an estimated $202K and bringing the position to 17,231 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #967.

OneDigital Investment Advisors first reported a position in APAM in Q4 2024 and has held it in 7 quarters since. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • OneDigital Investment Advisors held 17,231 shares of Artisan Partners worth $595K as of Q2 2026.
  • OneDigital Investment Advisors bought 5,494 Artisan Partners shares in Q2 2026, an estimated $202K.
  • Artisan Partners made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #967 holding.
  • OneDigital Investment Advisors first reported a position in Artisan Partners in Q4 2024 and has held it in 7 quarters since.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.