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 Q2	$2.77M	Buy	80,326 +11,044	+16%	+$406K	0.01%	931
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Pathstone Holdings's APAM Position: Q2 2026 in Review

Pathstone Holdings increased its Artisan Partners (APAM) stake by 16% in Q2 2026, buying an estimated $406K and bringing the position to 80,326 shares worth $2.77M. The position accounts for 0.01% of the portfolio, ranked #931.

Pathstone Holdings first reported a position in APAM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.88M in Q2 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Pathstone Holdings held 80,326 shares of Artisan Partners worth $2.77M as of Q2 2026.
Pathstone Holdings bought 11,044 Artisan Partners shares in Q2 2026, an estimated $406K.
Artisan Partners made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #931 holding.
Pathstone Holdings first reported a position in Artisan Partners in Q4 2023 and has held it in 11 quarters since.
Pathstone Holdings's Artisan Partners position peaked at $2.88M in Q2 2025.
381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.