Quantum Private Wealth’s Artisan Partners APAM Stock Holding History

Quantum Private Wealth’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	–	Sell	-8,029	Closed	-$327K	–	167
2025 Q4	$327K	Hold	8,029	–	–	0.1%	123
2025 Q3	$348K	Hold	8,029	–	–	0.1%	124
2025 Q2	$356K	Hold	8,029	–	–	0.12%	122
2025 Q1	$314K	Hold	8,029	–	–	0.12%	131
2024 Q4	$346K	Hold	8,029	–	–	0.11%	139
2024 Q3	$348K	Hold	8,029	–	–	0.12%	145
2024 Q2	$331K	Sell	8,029 -436	-5%	-$18.8K	0.12%	145
2024 Q1	$387K	Hold	8,465	–	–	0.14%	128
2023 Q4	$374K	Sell	8,465 -72	-0.8%	-$2.72K	0.16%	120
2023 Q3	$319K	Hold	8,537	–	–	0.15%	133
2023 Q2	$336K	Hold	8,537	–	–	0.16%	131
2023 Q1	$273K	Hold	8,537	–	–	0.15%	142
2022 Q4	$254K	Sell	8,537 -376	-4%	-$11.6K	0.16%	145
2022 Q3	$240K	Buy	8,913 +1,647	+23%	+$57.9K	0.15%	143
2022 Q2	$258K	Buy	7,266 +1,252	+21%	+$45.5K	0.15%	138
2022 Q1	$236K	Hold	6,014	–	–	0.1%	168
2021 Q4	$286K	Buy	+6,014	New	+$289K	0.11%	163

Other funds holding APAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Quantum Private Wealth's APAM Position: Q1 2026 in Review

Quantum Private Wealth sold out of Artisan Partners (APAM) in Q1 2026, closing a stake of 8,029 shares — an estimated $327K sold.

Quantum Private Wealth first reported a position in APAM in Q4 2021 and held it in 17 quarters. The position peaked at $387K in Q1 2024. 384 funds tracked by Wall St. Rank hold APAM as of Q1 2026.

Quantum Private Wealth reported no remaining Artisan Partners position as of Q1 2026 after selling out during the quarter.
Quantum Private Wealth sold 8,029 Artisan Partners shares in Q1 2026, an estimated $327K.
Quantum Private Wealth first reported a position in Artisan Partners in Q4 2021 and held it in 17 quarters.
Quantum Private Wealth's Artisan Partners position peaked at $387K in Q1 2024.
384 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2026.

Based on Quantum Private Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.