Optima Capital’s Artisan Partners APAM Stock Holding History

Optima 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
2026 Q1	–	Sell	-30	Closed	-$1.22K	–	218
2025 Q4	$1.22K	Buy	+30	New	+$1.28K	﹤0.01%	895

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Optima Capital's APAM Position: Q1 2026 in Review

Optima Capital sold out of Artisan Partners (APAM) in Q1 2026, closing a stake of 30 shares — an estimated $1.22K sold.

Optima Capital first reported a position in APAM in Q4 2025 and held it in 1 quarter. The position peaked at $1.22K in Q4 2025. 383 funds tracked by Wall St. Rank hold APAM as of Q1 2026.

Optima Capital reported no remaining Artisan Partners position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 30 Artisan Partners shares in Q1 2026, an estimated $1.22K.
Optima Capital first reported a position in Artisan Partners in Q4 2025 and held it in 1 quarter.
Optima Capital's Artisan Partners position peaked at $1.22K in Q4 2025.
383 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.