Operose Advisors’s Artisan Partners APAM Stock Holding History

Operose 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	$1.48M	Hold	42,878	–	–	0.29%	46
2026 Q1	$1.56M	Hold	42,878	–	–	0.36%	36
2025 Q4	$1.75M	Hold	42,878	–	–	0.41%	36
2025 Q3	$1.86M	Hold	42,878	–	–	0.46%	32
2025 Q2	$1.9M	Sell	42,878 -15,000	-26%	-$599K	0.54%	29
2025 Q1	$2.26M	Buy	57,878 +590	+1%	+$25K	0.75%	18
2024 Q4	$2.47M	Buy	57,288 +486	+0.9%	+$22.2K	0.84%	17
2024 Q3	$2.46M	Buy	56,802 +483	+0.9%	+$19.9K	0.8%	15
2024 Q2	$2.32M	Buy	56,319 +389	+0.7%	+$16.8K	0.82%	16
2024 Q1	$2.56M	Buy	55,930 +681	+1%	+$29.2K	0.86%	13
2023 Q4	$2.44M	Buy	55,249 +466	+0.9%	+$17.6K	0.98%	12
2023 Q3	$2.05M	Buy	54,783 +418	+0.8%	+$16.2K	0.81%	18
2023 Q2	$2.14M	Buy	54,365 +409	+0.8%	+$14.1K	0.97%	16
2023 Q1	$1.73M	Buy	53,956 +10,100	+23%	+$339K	0.86%	16
2022 Q4	$1.3M	Hold	43,856	–	–	0.7%	17
2022 Q3	$1.18M	Hold	43,856	–	–	0.78%	17
2022 Q2	$1.56M	Buy	43,856 +8,000	+22%	+$291K	1.1%	13
2022 Q1	$1.41M	Buy	35,856 +7,600	+27%	+$309K	0.98%	17
2021 Q4	$1.35M	Buy	+28,256	New	+$1.36M	1.1%	18

Other funds holding APAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Operose Advisors's APAM Position: Q2 2026 in Review

Operose Advisors held its Artisan Partners (APAM) position steady in Q2 2026 at 42,878 shares worth $1.48M. The position accounts for 0.29% of the portfolio, ranked #46.

Operose Advisors first reported a position in APAM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.56M in Q1 2024. 344 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Operose Advisors held 42,878 shares of Artisan Partners worth $1.48M as of Q2 2026.
Operose Advisors left its Artisan Partners share count unchanged in Q2 2026.
Artisan Partners made up 0.29% of Operose Advisors's portfolio in Q2 2026, its #46 holding.
Operose Advisors first reported a position in Artisan Partners in Q4 2021 and has held it in 19 quarters since.
Operose Advisors's Artisan Partners position peaked at $2.56M in Q1 2024.
344 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.