Physician Wealth Advisors’s Artisan Partners APAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-57
Closed -$2.08K 2340
2026
Q1
$2.08K Buy
+57
New +$2.33K ﹤0.01% 1339
2025
Q2
Sell
-23
Closed -$900 1817
2025
Q1
$900 Buy
+23
New +$974 ﹤0.01% 1161

Other funds holding APAM

Physician Wealth Advisors's APAM Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Artisan Partners (APAM) in Q2 2026, closing a stake of 57 shares — an estimated $2.08K sold.

Physician Wealth Advisors first reported a position in APAM in Q1 2025 and held it in 2 quarters. The position peaked at $2.08K in Q1 2026. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Artisan Partners position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 57 Artisan Partners shares in Q2 2026, an estimated $2.08K.
  • Physician Wealth Advisors first reported a position in Artisan Partners in Q1 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's Artisan Partners position peaked at $2.08K in Q1 2026.
  • 382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.