RDA Financial Network’s Artisan Partners APAM Stock Holding History

RDA Financial Network’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	-11,621	Closed	-$423K	–	289
2026 Q1	$423K	Buy	11,621 +1,681	+17%	+$68.7K	0.11%	179
2025 Q4	$405K	Buy	9,940 +445	+5%	+$19K	0.1%	175
2025 Q3	$412K	Sell	9,495 -597	-6%	-$27.5K	0.1%	175
2025 Q2	$447K	Buy	10,092 +963	+11%	+$38.5K	0.12%	155
2025 Q1	$357K	Buy	9,129 +510	+6%	+$21.6K	0.11%	168
2024 Q4	$371K	Sell	8,619 -615	-7%	-$28.1K	0.11%	167
2024 Q3	$400K	Buy	9,234 +391	+4%	+$16.1K	0.12%	158
2024 Q2	$365K	Buy	8,843 +240	+3%	+$10.4K	0.12%	160
2024 Q1	$394K	Buy	8,603 +788	+10%	+$33.8K	0.13%	148
2023 Q4	$345K	Sell	7,815 -490	-6%	-$18.5K	0.13%	157
2023 Q3	$311K	Buy	8,305 +411	+5%	+$15.9K	0.13%	160
2023 Q2	$310K	Sell	7,894 -1,311	-14%	-$45.3K	0.13%	165
2023 Q1	$294K	Sell	9,205 -118	-1%	-$3.96K	0.13%	161
2022 Q4	$277K	Buy	+9,323	New	+$286K	0.14%	158
2022 Q3	–	Sell	-6,239	Closed	-$222K	–	200
2022 Q2	$222K	Buy	+6,239	New	+$227K	0.11%	182

Other funds holding APAM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return