ORG Wealth Partners’s Artisan Partners APAM Stock Holding History

ORG Wealth 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
2026 Q3	$794	Buy	+22	New	+$869	﹤0.01%	1847

Other funds holding APAM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

ORG Wealth Partners's APAM Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Artisan Partners (APAM) in Q3 2026: 22 shares worth $794. The stake represents ﹤0.01% of the portfolio and ranks #1847 among its holdings.

303 funds tracked by Wall St. Rank hold APAM as of Q3 2026.

ORG Wealth Partners held 22 shares of Artisan Partners worth $794 as of Q3 2026.
Artisan Partners was a new ORG Wealth Partners position in Q3 2026.
Artisan Partners made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #1847 holding.
303 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.