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 Q3	$615	Hold	17	–	–	﹤0.01%	1414
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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Private Wealth Management Group's APAM Position: Q3 2026 in Review

Private Wealth Management Group held its Artisan Partners (APAM) position steady in Q3 2026 at 17 shares worth $615. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

Private Wealth Management Group first reported a position in APAM in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.9K in Q3 2024. 47 funds tracked by Wall St. Rank hold APAM as of Q3 2026.

Private Wealth Management Group held 17 shares of Artisan Partners worth $615 as of Q3 2026.
Private Wealth Management Group left its Artisan Partners share count unchanged in Q3 2026.
Artisan Partners made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1414 holding.
Private Wealth Management Group first reported a position in Artisan Partners in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Artisan Partners position peaked at $2.9K in Q3 2024.
47 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.