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Private Wealth Asset Management’s Artisan Partners APAM Stock Holding History

Private Wealth Asset 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
-300
Closed -$11.7K – 1093
2025
Q1 		$11.7K Buy
+300
New +$12.7K ﹤0.01% 598

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Private Wealth Asset Management's APAM Position: Q2 2025 in Review

Private Wealth Asset Management sold out of Artisan Partners (APAM) in Q2 2025, closing a stake of 300 shares — an estimated $11.7K sold.

Private Wealth Asset Management first reported a position in APAM in Q1 2025 and held it in 1 quarter. The position peaked at $11.7K in Q1 2025. 367 funds tracked by Wall St. Rank hold APAM as of Q2 2025.

  • Private Wealth Asset Management reported no remaining Artisan Partners position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 300 Artisan Partners shares in Q2 2025, an estimated $11.7K.
  • Private Wealth Asset Management first reported a position in Artisan Partners in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's Artisan Partners position peaked at $11.7K in Q1 2025.
  • 367 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.