Rockefeller Capital Management
APAM icon

Rockefeller Capital Management’s Artisan Partners APAM Stock Holding History

Rockefeller Capital 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 		$1.54M Sell
42,413
-3,796
-8% -$155K ﹤0.01% 1415
2025
Q4 		$1.88M Sell
46,209
-18,525
-29% -$791K ﹤0.01% 1270
2025
Q3 		$2.81M Buy
64,734
+2,428
+4% +$112K 0.01% 1029
2025
Q2 		$2.76M Buy
62,306
+4,495
+8% +$180K 0.01% 992
2025
Q1 		$2.26M Buy
57,811
+26,152
+83% +$1.11M 0.01% 987
2024
Q4 		$1.36M Buy
31,659
+948
+3% +$43.3K ﹤0.01% 1155
2024
Q3 		$1.33M Buy
30,711
+3,472
+13% +$143K ﹤0.01% 1135
2024
Q2 		$1.12M Sell
27,239
-23,179
-46% -$1M ﹤0.01% 1167
2024
Q1 		$2.31M Buy
50,418
+4,266
+9% +$183K 0.01% 948
2023
Q4 		$2.04M Buy
46,152
+13,180
+40% +$497K 0.01% 903
2023
Q3 		$1.23M Buy
32,972
+2,316
+8% +$89.8K ﹤0.01% 1015
2023
Q2 		$1.21M Buy
30,656
+2,904
+10% +$100K ﹤0.01% 1016
2023
Q1 		$886K Buy
27,752
+7,170
+35% +$241K ﹤0.01% 1124
2022
Q4 		$610K Buy
20,582
+495
+2% +$15.2K ﹤0.01% 1201
2022
Q3 		$540K Buy
20,087
+1,652
+9% +$58.1K ﹤0.01% 1235
2022
Q2 		$654K Buy
18,435
+10,645
+137% +$387K ﹤0.01% 1159
2022
Q1 		$306K Buy
7,790
+333
+4% +$13.5K ﹤0.01% 1518
2021
Q4 		$354K Buy
7,457
+1,548
+26% +$74.3K ﹤0.01% 1441
2021
Q3 		$288K Buy
5,909
+94
+2% +$4.74K ﹤0.01% 1460
2021
Q2 		$294K Buy
5,815
+748
+15% +$39.3K ﹤0.01% 1372
2021
Q1 		$263K Sell
5,067
-2,926
-37% -$149K ﹤0.01% 1247
2020
Q4 		$401K Sell
7,993
-3,786
-32% -$172K ﹤0.01% 988
2020
Q3 		$459K Buy
11,779
+197
+2% +$7.22K ﹤0.01% 814
2020
Q2 		$376K Buy
11,582
+225
+2% +$6.24K ﹤0.01% 791
2020
Q1 		$244K Buy
11,357
+437
+4% +$13.1K ﹤0.01% 774
2019
Q4 		$353K Sell
10,920
-875
-7% -$25.3K ﹤0.01% 640
2019
Q3 		$333K Buy
11,795
+256
+2% +$7.16K ﹤0.01% 536
2019
Q2 		$318K Buy
+11,539
New +$307K ﹤0.01% 509

Other funds holding APAM

BlackRock
BlackRock New York $5.72T 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 $11.3B AUM 53% 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

Rockefeller Capital Management's APAM Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Artisan Partners (APAM) stake by 8.2% in Q1 2026, selling an estimated $155K and leaving 42,413 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

Rockefeller Capital Management first reported a position in APAM in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.81M in Q3 2025. 383 funds tracked by Wall St. Rank hold APAM as of Q1 2026.

  • Rockefeller Capital Management held 42,413 shares of Artisan Partners worth $1.54M as of Q1 2026.
  • Rockefeller Capital Management sold 3,796 Artisan Partners shares in Q1 2026, an estimated $155K.
  • Artisan Partners made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1415 holding.
  • Rockefeller Capital Management first reported a position in Artisan Partners in Q2 2019 and has held it in 28 quarters since.
  • Rockefeller Capital Management's Artisan Partners position peaked at $2.81M in Q3 2025.
  • 383 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.