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Rise Advisors’s Artisan Partners APAM Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-4
Closed -$163 – 183
2025
Q3 		$163 Hold
4
– – ﹤0.01% 1472
2025
Q2 		$164 Hold
4
– – ﹤0.01% 1487
2025
Q1 		$142 Sell
4
-285
-99% -$12.1K ﹤0.01% 1442
2024
Q4 		$12.5K Buy
289
+4
+1% +$183 0.01% 916
2024
Q3 		$12.3K Buy
285
+5
+2% +$206 0.01% 951
2024
Q2 		$11.6K Buy
280
+4
+1% +$173 0.01% 957
2024
Q1 		$12.6K Buy
+276
New +$11.9K 0.01% 969
2023
Q2 		– Sell
-110
Closed -$3.53K – 685
2023
Q1 		$3.53K Sell
110
-960
-90% -$32.2K ﹤0.01% 497
2022
Q4 		$3.19K Buy
1,070
+964
+909% +$29.6K ﹤0.01% 500
2022
Q3 		$3K Buy
106
+2
+2% +$70 ﹤0.01% 485
2022
Q2 		$4K Sell
104
-70
-40% -$2.55K ﹤0.01% 459
2022
Q1 		$7K Buy
174
+8
+5% +$325 0.01% 367
2021
Q4 		$7.92K Buy
+166
New +$7.97K 0.01% 349

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Rise Advisors's APAM Position: Q4 2025 in Review

Rise Advisors sold out of Artisan Partners (APAM) in Q4 2025, closing a stake of 4 shares — an estimated $163 sold.

Rise Advisors first reported a position in APAM in Q4 2021 and held it in 13 quarters. The position peaked at $12.6K in Q1 2024. 380 funds tracked by Wall St. Rank hold APAM as of Q4 2025.

  • Rise Advisors reported no remaining Artisan Partners position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 4 Artisan Partners shares in Q4 2025, an estimated $163.
  • Rise Advisors first reported a position in Artisan Partners in Q4 2021 and held it in 13 quarters.
  • Rise Advisors's Artisan Partners position peaked at $12.6K in Q1 2024.
  • 380 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.