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 Q2	$291K	Sell	8,416 -1,160	-12%	-$42.7K	﹤0.01%	1073
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Ritholtz Wealth Management reduced its Artisan Partners (APAM) stake by 12% in Q2 2026, selling an estimated $42.7K and leaving 8,416 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Ritholtz Wealth Management first reported a position in APAM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.22M in Q1 2024. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Ritholtz Wealth Management held 8,416 shares of Artisan Partners worth $291K as of Q2 2026.
Ritholtz Wealth Management sold 1,160 Artisan Partners shares in Q2 2026, an estimated $42.7K.
Artisan Partners made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1073 holding.
Ritholtz Wealth Management first reported a position in Artisan Partners in Q3 2023 and has held it in 12 quarters since.
Ritholtz Wealth Management's Artisan Partners position peaked at $1.22M in Q1 2024.
382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.