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 Q3	$2.26M	Buy	62,581 +1,659	+3%	+$65.6K	0.92%	35
2026 Q2	$2.1M	Buy	60,922 +380	+0.6%	+$14K	0.81%	40
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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Romano Brothers & Co Evanston, Illinois $985M AUM 31.89% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $263M AUM 16.19% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Measured Risk Portfolios San Diego, California $93.8M AUM 7.05% 1-Year Est. Return

B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return

Optimist Retirement Group's APAM Position: Q3 2026 in Review

Optimist Retirement Group increased its Artisan Partners (APAM) stake by 2.7% in Q3 2026, buying an estimated $65.6K and bringing the position to 62,581 shares worth $2.26M. The position accounts for 0.92% of the portfolio, ranked #35.

Optimist Retirement Group first reported a position in APAM in Q2 2024 and has held it in 10 quarters since. 105 funds tracked by Wall St. Rank hold APAM as of Q3 2026.

Optimist Retirement Group held 62,581 shares of Artisan Partners worth $2.26M as of Q3 2026.
Optimist Retirement Group bought 1,659 Artisan Partners shares in Q3 2026, an estimated $65.6K.
Artisan Partners made up 0.92% of Optimist Retirement Group's portfolio in Q3 2026, its #35 holding.
Optimist Retirement Group first reported a position in Artisan Partners in Q2 2024 and has held it in 10 quarters since.
105 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2026.

Based on Optimist Retirement Group's 13F filing for Q3 2026, filed 30 Oct 2026.