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Rialto Wealth Management’s Artisan Partners APAM Stock Holding History

Rialto Wealth 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 		$380 Sell
11
-19
-63% -$699 ﹤0.01% 1785
2026
Q1 		$1.09K Buy
30
+10
+50% +$409 ﹤0.01% 1071
2025
Q4 		$815 Buy
20
+2
+11% +$85 ﹤0.01% 1065
2025
Q3 		$782 Hold
18
– – ﹤0.01% 1025
2025
Q2 		$798 Buy
+18
New +$719 ﹤0.01% 943

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

Rialto Wealth Management's APAM Position: Q2 2026 in Review

Rialto Wealth Management reduced its Artisan Partners (APAM) stake by 63% in Q2 2026, selling an estimated $699 and leaving 11 shares worth $380. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

Rialto Wealth Management first reported a position in APAM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.09K in Q1 2026. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Rialto Wealth Management held 11 shares of Artisan Partners worth $380 as of Q2 2026.
  • Rialto Wealth Management sold 19 Artisan Partners shares in Q2 2026, an estimated $699.
  • Artisan Partners made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1785 holding.
  • Rialto Wealth Management first reported a position in Artisan Partners in Q2 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's Artisan Partners position peaked at $1.09K in Q1 2026.
  • 382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.