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Oppenheimer & Co’s Artisan Partners APAM Stock Holding History

Oppenheimer & Co’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
Q1 		– Sell
-5,322
Closed -$217K – 1689
2025
Q4 		$217K Buy
+5,322
New +$227K ﹤0.01% 1402
2025
Q1 		– Sell
-5,920
Closed -$255K – 1571
2024
Q4 		$255K Buy
+5,920
New +$270K ﹤0.01% 1347
2024
Q3 		– Sell
-12,798
Closed -$528K – 1512
2024
Q2 		$528K Buy
12,798
+5,607
+78% +$242K 0.01% 989
2024
Q1 		$329K Sell
7,191
-62
-0.9% -$2.66K 0.01% 1145
2023
Q4 		$320K Buy
+7,253
New +$274K 0.01% 1117
2022
Q2 		– Sell
-16,095
Closed -$633K – 1411
2022
Q1 		$633K Buy
+16,095
New +$654K 0.01% 911
2021
Q3 		– Sell
-6,787
Closed -$345K – 1488
2021
Q2 		$345K Buy
+6,787
New +$357K 0.01% 1183
2018
Q2 		– Sell
-14,801
Closed -$493K – 1328
2018
Q1 		$493K Buy
14,801
+5,060
+52% +$183K 0.01% 861
2017
Q4 		$385K Buy
+9,741
New +$361K 0.01% 960
2017
Q2 		– Sell
-12,109
Closed -$334K – 1300
2017
Q1 		$334K Buy
12,109
+1,044
+9% +$30K 0.01% 957
2016
Q4 		$329K Buy
11,065
+3,521
+47% +$100K 0.01% 960
2016
Q3 		$205K Buy
+7,544
New +$206K 0.01% 1131

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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Oppenheimer & Co's APAM Position: Q1 2026 in Review

Oppenheimer & Co sold out of Artisan Partners (APAM) in Q1 2026, closing a stake of 5,322 shares — an estimated $217K sold.

Oppenheimer & Co first reported a position in APAM in Q3 2016 and held it in 12 quarters. The position peaked at $633K in Q1 2022. 384 funds tracked by Wall St. Rank hold APAM as of Q1 2026.

  • Oppenheimer & Co reported no remaining Artisan Partners position as of Q1 2026 after selling out during the quarter.
  • Oppenheimer & Co sold 5,322 Artisan Partners shares in Q1 2026, an estimated $217K.
  • Oppenheimer & Co first reported a position in Artisan Partners in Q3 2016 and held it in 12 quarters.
  • Oppenheimer & Co's Artisan Partners position peaked at $633K in Q1 2022.
  • 384 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.