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Pinnacle Wealth Planning Services’s Artisan Partners APAM Stock Holding History

Pinnacle Wealth Planning Services’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 		$30K Buy
869
+456
+110% +$16.8K ﹤0.01% 1586
2026
Q1 		$15K Sell
413
-801
-66% -$32.8K ﹤0.01% 1829
2025
Q4 		$49.5K Buy
+1,214
New +$51.8K 0.01% 1207
2021
Q1 		– Sell
-3
Closed – – 436
2020
Q4 		$0 Buy
+3
New +$136 ﹤0.01% 2249

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
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
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

Pinnacle Wealth Planning Services's APAM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Artisan Partners (APAM) stake by 110% in Q2 2026, buying an estimated $16.8K and bringing the position to 869 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1586.

Pinnacle Wealth Planning Services first reported a position in APAM in Q4 2020 and has held it in 4 quarters since. The position peaked at $49.5K in Q4 2025. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 869 shares of Artisan Partners worth $30K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 456 Artisan Partners shares in Q2 2026, an estimated $16.8K.
  • Artisan Partners made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1586 holding.
  • Pinnacle Wealth Planning Services first reported a position in Artisan Partners in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Artisan Partners position peaked at $49.5K in Q4 2025.
  • 382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.