PMFA
APAM icon

Plante Moran Financial Advisors’s Artisan Partners APAM Stock Holding History

Plante Moran Financial Advisors’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 		$863 Buy
+25
New +$919 ﹤0.01% 947
2026
Q1 		– Sell
-205
Closed -$8.35K – 730
2025
Q4 		$8.35K Buy
+205
New +$8.75K ﹤0.01% 587
2022
Q3 		– Sell
-14
Closed -$1K – 850
2022
Q2 		$1K Buy
+14
New +$509 ﹤0.01% 872
2021
Q2 		– Sell
-47
Closed -$2K – 945
2021
Q1 		$2K Buy
+47
New +$2.4K ﹤0.01% 894

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

Plante Moran Financial Advisors's APAM Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Artisan Partners (APAM) in Q2 2026: 25 shares worth $863. The stake represents ﹤0.01% of the portfolio and ranks #947 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in APAM as recently as Q4 2025.

Plante Moran Financial Advisors first reported a position in APAM in Q1 2021 and has held it in 4 quarters since. The position peaked at $8.35K in Q4 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Plante Moran Financial Advisors held 25 shares of Artisan Partners worth $863 as of Q2 2026.
  • Artisan Partners was a new Plante Moran Financial Advisors position in Q2 2026.
  • Artisan Partners made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #947 holding.
  • Plante Moran Financial Advisors first reported a position in Artisan Partners in Q1 2021 and has held it in 4 quarters since.
  • Plante Moran Financial Advisors's Artisan Partners position peaked at $8.35K in Q4 2025.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.