PAIM
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Punch & Associates Investment Management’s Artisan Partners APAM Stock Holding History

Punch & Associates Investment 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
2026
Q2 		$20.5M Buy
594,780
+43,444
+8% +$1.6M 1.02% 31
2026
Q1 		$20.1M Buy
551,336
+113,491
+26% +$4.64M 1.16% 28
2025
Q4 		$17.8M Sell
437,845
-4,007
-0.9% -$171K 1.04% 33
2025
Q3 		$19.2M Buy
441,852
+2,243
+0.5% +$103K 1.11% 27
2025
Q2 		$19.5M Buy
439,609
+2,542
+0.6% +$102K 1.2% 22
2025
Q1 		$17.1M Buy
437,067
+424,445
+3,363% +$18M 1.12% 22
2024
Q4 		$543K Buy
+12,622
New +$577K 0.03% 150

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

Punch & Associates Investment Management's APAM Position: Q2 2026 in Review

Punch & Associates Investment Management increased its Artisan Partners (APAM) stake by 7.9% in Q2 2026, buying an estimated $1.6M and bringing the position to 594,780 shares worth $20.5M. The position accounts for 1.02% of the portfolio, ranked #31.

Punch & Associates Investment Management first reported a position in APAM in Q4 2024 and has held it in 7 quarters since. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Punch & Associates Investment Management held 594,780 shares of Artisan Partners worth $20.5M as of Q2 2026.
  • Punch & Associates Investment Management bought 43,444 Artisan Partners shares in Q2 2026, an estimated $1.6M.
  • Artisan Partners made up 1.02% of Punch & Associates Investment Management's portfolio in Q2 2026, its #31 holding.
  • Punch & Associates Investment Management first reported a position in Artisan Partners in Q4 2024 and has held it in 7 quarters since.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Punch & Associates Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.