Pathstone Holdings
APAM icon

Pathstone Holdings’s Artisan Partners APAM Stock Holding History

Pathstone Holdings’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
Q1 		$2.52M Buy
69,282
+213
+0.3% +$8.71K 0.01% 906
2025
Q4 		$2.81M Buy
69,069
+3,417
+5% +$146K 0.01% 854
2025
Q3 		$2.85M Buy
65,652
+741
+1% +$34.2K 0.01% 834
2025
Q2 		$2.88M Sell
64,911
-7,212
-10% -$288K 0.01% 791
2025
Q1 		$2.82M Buy
72,123
+17,435
+32% +$739K 0.01% 796
2024
Q4 		$2.35M Buy
54,688
+16,662
+44% +$761K 0.01% 887
2024
Q3 		$1.65M Buy
38,026
+5,802
+18% +$239K 0.01% 1096
2024
Q2 		$1.33M Buy
32,224
+44
+0.1% +$1.9K 0.01% 1154
2024
Q1 		$1.47M Sell
32,180
-241
-0.7% -$10.3K 0.01% 1056
2023
Q4 		$1.43M Buy
+32,421
New +$1.22M 0.01% 883

Other funds holding APAM

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return