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Parkworth Wealth Management’s Artisan Partners APAM Stock Holding History

Parkworth Wealth Management’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
Q2 		$44 Hold
1
– – ﹤0.01% 1289
2025
Q1 		$39 Hold
1
– – ﹤0.01% 1134
2024
Q4 		$43 Buy
+1
New +$46 ﹤0.01% 1171

Other funds holding APAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Parkworth Wealth Management's APAM Position: Q2 2025 in Review

Parkworth Wealth Management held its Artisan Partners (APAM) position steady in Q2 2025 at 1 share worth $44. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Parkworth Wealth Management first reported a position in APAM in Q4 2024 and has held it in 3 quarters since. 367 funds tracked by Wall St. Rank hold APAM as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Artisan Partners worth $44 as of Q2 2025.
  • Parkworth Wealth Management left its Artisan Partners share count unchanged in Q2 2025.
  • Artisan Partners made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1289 holding.
  • Parkworth Wealth Management first reported a position in Artisan Partners in Q4 2024 and has held it in 3 quarters since.
  • 367 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.