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Petrus Trust Company’s Artisan Partners APAM Stock Holding History

Petrus Trust Company’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 		– Sell
-12,273
Closed -$480K – 513
2025
Q1 		$480K Buy
+12,273
New +$520K 0.04% 216
2020
Q4 		– Sell
-6,446
Closed -$251K – 85
2020
Q3 		$251K Buy
+6,446
New +$236K 0.03% 130

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Petrus Trust Company's APAM Position: Q2 2025 in Review

Petrus Trust Company sold out of Artisan Partners (APAM) in Q2 2025, closing a stake of 12,273 shares — an estimated $480K sold.

Petrus Trust Company first reported a position in APAM in Q3 2020 and held it in 2 quarters. The position peaked at $480K in Q1 2025. 367 funds tracked by Wall St. Rank hold APAM as of Q2 2025.

  • Petrus Trust Company reported no remaining Artisan Partners position as of Q2 2025 after selling out during the quarter.
  • Petrus Trust Company sold 12,273 Artisan Partners shares in Q2 2025, an estimated $480K.
  • Petrus Trust Company first reported a position in Artisan Partners in Q3 2020 and held it in 2 quarters.
  • Petrus Trust Company's Artisan Partners position peaked at $480K in Q1 2025.
  • 367 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.