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PCM
Prelude Capital Management’s
Artisan Partners
APAM
Stock Holding History
Prelude Capital Management’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
-5,594
Closed
-$219K
–
1005
2025
Q1
$219K
Buy
5,594
+705
+14%
+$29.9K
0.02%
888
2024
Q4
$210K
Sell
4,889
-2,294
-32%
-$105K
0.02%
970
2024
Q3
$311K
Sell
7,183
-1,545
-18%
-$63.8K
0.02%
848
2024
Q2
$360K
Sell
8,728
-487
-5%
-$21K
0.03%
704
2024
Q1
$422K
Buy
+9,215
New
+$396K
0.03%
708
2023
Q4
–
Sell
-7,078
Closed
-$265K
–
1123
2023
Q3
$265K
Buy
+7,078
New
+$274K
0.02%
740
2017
Q3
–
Sell
-100
Closed
-$3K
–
1610
2017
Q2
$3K
Buy
+100
New
+$2.87K
﹤0.01%
1490
2015
Q3
–
Sell
-100
Closed
-$5K
–
1465
2015
Q2
$5K
Buy
+100
New
+$4.58K
﹤0.01%
1619
2014
Q3
–
Sell
-2,400
Closed
-$136K
–
1849
2014
Q2
$136K
Buy
2,400
+400
+20%
+$22.9K
0.02%
924
2014
Q1
$129K
Buy
+2,000
New
+$129K
0.02%
911
Other funds holding APAM
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$5.7T AUM
30.48%
1-Year Est. Return
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$6.9T AUM
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1-Year Est. Return
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$34B AUM
6.31%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VNIM
Vaughan Nelson Investment Management
Houston, Texas
$9.96B AUM
41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
CCM
Channing Capital Management
Chicago, Illinois
$3.91B AUM
34.32%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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