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

Private Wealth Management Group’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 		$588 Hold
17
– – ﹤0.01% 1397
2026
Q1 		$619 Hold
17
– – ﹤0.01% 1342
2025
Q4 		$693 Hold
17
– – ﹤0.01% 1339
2025
Q3 		$738 Hold
17
– – ﹤0.01% 1355
2025
Q2 		$754 Sell
17
-50
-75% -$2K ﹤0.01% 1339
2025
Q1 		$2.62K Hold
67
– – ﹤0.01% 966
2024
Q4 		$2.88K Hold
67
– – ﹤0.01% 955
2024
Q3 		$2.9K Buy
67
+50
+294% +$2.06K ﹤0.01% 934
2024
Q2 		$702 Hold
17
– – ﹤0.01% 1372
2024
Q1 		$779 Hold
17
– – ﹤0.01% 1349
2023
Q4 		$752 Buy
+17
New +$641 ﹤0.01% 1359

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

Private Wealth Management Group's APAM Position: Q2 2026 in Review

Private Wealth Management Group held its Artisan Partners (APAM) position steady in Q2 2026 at 17 shares worth $588. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Private Wealth Management Group first reported a position in APAM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.9K in Q3 2024. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Private Wealth Management Group held 17 shares of Artisan Partners worth $588 as of Q2 2026.
  • Private Wealth Management Group left its Artisan Partners share count unchanged in Q2 2026.
  • Artisan Partners made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1397 holding.
  • Private Wealth Management Group first reported a position in Artisan Partners in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Artisan Partners position peaked at $2.9K in Q3 2024.
  • 382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.