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 $5.7T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return