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PWMG
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
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
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1-Year Est. Return
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$3.91B AUM
34.32%
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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