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ORG Partners’s Artisan Partners APAM Stock Holding History

ORG Partners’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
2025
Q4 		$629 Hold
15
– – ﹤0.01% 1603
2025
Q3 		$670 Hold
15
– – ﹤0.01% 1439
2025
Q2 		$703 Hold
15
– – ﹤0.01% 1374
2025
Q1 		$612 Sell
15
-5
-25% -$212 ﹤0.01% 1247
2024
Q4 		$880 Hold
20
– – ﹤0.01% 1142
2024
Q3 		$886 Hold
20
– – ﹤0.01% 1009
2024
Q2 		$822 Hold
20
– – ﹤0.01% 1582
2024
Q1 		$930 Buy
+20
New +$859 ﹤0.01% 451
2023
Q4 		– Sell
-20
Closed -$765 – 1135
2023
Q3 		$765 Hold
20
– – ﹤0.01% 1169
2023
Q2 		$1K Buy
+20
New +$691 ﹤0.01% 1230

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

ORG Partners's APAM Position: Q4 2025 in Review

ORG Partners held its Artisan Partners (APAM) position steady in Q4 2025 at 15 shares worth $629. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

ORG Partners first reported a position in APAM in Q2 2023 and has held it in 10 quarters since. The position peaked at $1K in Q2 2023. 380 funds tracked by Wall St. Rank hold APAM as of Q4 2025.

  • ORG Partners held 15 shares of Artisan Partners worth $629 as of Q4 2025.
  • ORG Partners left its Artisan Partners share count unchanged in Q4 2025.
  • Artisan Partners made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1603 holding.
  • ORG Partners first reported a position in Artisan Partners in Q2 2023 and has held it in 10 quarters since.
  • ORG Partners's Artisan Partners position peaked at $1K in Q2 2023.
  • 380 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.