Orion Portfolio Solutions’s Artisan Partners APAM Stock Holding History

Orion Portfolio Solutions’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 Q1	$2.39M	Sell	61,229 -923	-1%	-$39.1K	0.02%	618
2024 Q4	$2.68M	Buy	62,152 +5,913	+11%	+$270K	0.03%	556
2024 Q3	$2.44M	Sell	56,239 -868	-2%	-$35.8K	0.02%	590
2024 Q2	$2.36M	Buy	57,107 +2,874	+5%	+$124K	0.02%	576
2024 Q1	$2.48M	Sell	54,233 -14,467	-21%	-$621K	0.03%	559
2023 Q4	$3.01M	Sell	68,700 -3,997	-5%	-$151K	0.03%	443
2023 Q3	$2.72M	Sell	72,697 -4,695	-6%	-$182K	0.03%	484
2023 Q2	$3.04M	Buy	77,392 +31,059	+67%	+$1.07M	0.03%	481
2023 Q1	$1.48M	Buy	46,333 +34,344	+286%	+$1.15M	0.02%	719
2022 Q4	$356K	Buy	11,989 +3,778	+46%	+$116K	0.01%	611
2022 Q3	$221K	Buy	+8,211	New	+$289K	0.01%	674

Other funds holding APAM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Orion Portfolio Solutions's APAM Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Artisan Partners (APAM) stake by 1.5% in Q1 2025, selling an estimated $39.1K and leaving 61,229 shares worth $2.39M. The position accounts for 0.02% of the portfolio, ranked #618.

Orion Portfolio Solutions first reported a position in APAM in Q3 2022 and has held it in 11 quarters since. The position peaked at $3.04M in Q2 2023. 359 funds tracked by Wall St. Rank hold APAM as of Q1 2025.

Orion Portfolio Solutions held 61,229 shares of Artisan Partners worth $2.39M as of Q1 2025.
Orion Portfolio Solutions sold 923 Artisan Partners shares in Q1 2025, an estimated $39.1K.
Artisan Partners made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #618 holding.
Orion Portfolio Solutions first reported a position in Artisan Partners in Q3 2022 and has held it in 11 quarters since.
Orion Portfolio Solutions's Artisan Partners position peaked at $3.04M in Q2 2023.
359 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.