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Principal Securities’s Artisan Partners APAM Stock Holding History

Principal Securities’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
Q4 		– Sell
-1,994
Closed -$86.5K – 1451
2025
Q3 		$86.5K Buy
1,994
+14
+0.7% +$645 ﹤0.01% 1661
2025
Q2 		$87.8K Buy
1,980
+620
+46% +$24.8K ﹤0.01% 1603
2025
Q1 		$58.5K Hold
1,360
– – ﹤0.01% 1689
2024
Q4 		$58.5K Buy
1,360
+119
+10% +$5.43K ﹤0.01% 1687
2024
Q3 		$53.8K Buy
1,241
+170
+16% +$7.02K ﹤0.01% 1661
2024
Q2 		$44.2K Buy
1,071
+134
+14% +$5.78K ﹤0.01% 1674
2024
Q1 		$42.9K Buy
937
+230
+33% +$9.88K ﹤0.01% 1640
2023
Q4 		$31.2K Buy
+707
New +$26.7K ﹤0.01% 1697

Other funds holding APAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Principal Securities's APAM Position: Q4 2025 in Review

Principal Securities sold out of Artisan Partners (APAM) in Q4 2025, closing a stake of 1,994 shares — an estimated $86.5K sold.

Principal Securities first reported a position in APAM in Q4 2023 and held it in 8 quarters. The position peaked at $87.8K in Q2 2025. 380 funds tracked by Wall St. Rank hold APAM as of Q4 2025.

  • Principal Securities reported no remaining Artisan Partners position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,994 Artisan Partners shares in Q4 2025, an estimated $86.5K.
  • Principal Securities first reported a position in Artisan Partners in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Artisan Partners position peaked at $87.8K in Q2 2025.
  • 380 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.