RS
APAM icon

R Squared’s Artisan Partners APAM Stock Holding History

R Squared’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 		– Sell
-6,302
Closed -$229K – 525
2026
Q1 		$229K Buy
+6,302
New +$258K 0.13% 279
2025
Q1 		– Sell
-1,430
Closed -$61.6K – 360
2024
Q4 		$61.6K Buy
+1,430
New +$65.3K 0.06% 418

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

R Squared's APAM Position: Q2 2026 in Review

R Squared sold out of Artisan Partners (APAM) in Q2 2026, closing a stake of 6,302 shares — an estimated $229K sold.

R Squared first reported a position in APAM in Q4 2024 and held it in 2 quarters. The position peaked at $229K in Q1 2026. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • R Squared reported no remaining Artisan Partners position as of Q2 2026 after selling out during the quarter.
  • R Squared sold 6,302 Artisan Partners shares in Q2 2026, an estimated $229K.
  • R Squared first reported a position in Artisan Partners in Q4 2024 and held it in 2 quarters.
  • R Squared's Artisan Partners position peaked at $229K in Q1 2026.
  • 382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.