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Optimist Retirement Group’s Artisan Partners APAM Stock Holding History

Optimist Retirement Group’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 		$2.2M Buy
60,542
+39,880
+193% +$1.63M 0.97% 37
2025
Q4 		$842K Sell
20,662
-29,931
-59% -$1.28M 0.39% 41
2025
Q3 		$2.2M Buy
50,593
+40,553
+404% +$1.87M 0.99% 38
2025
Q2 		$445K Hold
10,040
– – 0.21% 56
2025
Q1 		$393K Hold
10,040
– – 0.2% 57
2024
Q4 		$432K Sell
10,040
-117
-1% -$5.34K 0.2% 57
2024
Q3 		$440K Buy
10,157
+131
+1% +$5.41K 0.2% 56
2024
Q2 		$414K Buy
+10,026
New +$433K 0.22% 50

Other funds holding APAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Optimist Retirement Group's APAM Position: Q1 2026 in Review

Optimist Retirement Group increased its Artisan Partners (APAM) stake by 193% in Q1 2026, buying an estimated $1.63M and bringing the position to 60,542 shares worth $2.2M. The position accounts for 0.97% of the portfolio, ranked #37.

Optimist Retirement Group first reported a position in APAM in Q2 2024 and has held it in 8 quarters since. 383 funds tracked by Wall St. Rank hold APAM as of Q1 2026.

  • Optimist Retirement Group held 60,542 shares of Artisan Partners worth $2.2M as of Q1 2026.
  • Optimist Retirement Group bought 39,880 Artisan Partners shares in Q1 2026, an estimated $1.63M.
  • Artisan Partners made up 0.97% of Optimist Retirement Group's portfolio in Q1 2026, its #37 holding.
  • Optimist Retirement Group first reported a position in Artisan Partners in Q2 2024 and has held it in 8 quarters since.
  • 383 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.