RWM
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Ritholtz Wealth Management’s Artisan Partners APAM Stock Holding History

Ritholtz 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
Q1 		$348K Sell
9,576
-706
-7% -$28.9K 0.01% 918
2025
Q4 		$419K Sell
10,282
-423
-4% -$18.1K 0.01% 774
2025
Q3 		$465K Buy
10,705
+329
+3% +$15.2K 0.01% 706
2025
Q2 		$460K Sell
10,376
-6,692
-39% -$267K 0.01% 665
2025
Q1 		$667K Sell
17,068
-2,104
-11% -$89.1K 0.02% 507
2024
Q4 		$825K Sell
19,172
-3,417
-15% -$156K 0.02% 422
2024
Q3 		$979K Sell
22,589
-6,775
-23% -$280K 0.03% 374
2024
Q2 		$1.21M Buy
29,364
+2,808
+11% +$121K 0.04% 310
2024
Q1 		$1.22M Buy
26,556
+5,064
+24% +$217K 0.04% 307
2023
Q4 		$950K Buy
21,492
+3,906
+22% +$147K 0.04% 342
2023
Q3 		$658K Buy
+17,586
New +$682K 0.03% 393

Other funds holding APAM

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return