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

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 $34B AUM 6.31% 1-Year Est. Return

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

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

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

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