Romano Brothers & Co
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Romano Brothers & Co’s Artisan Partners APAM Stock Holding History

Romano Brothers & Co’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
Q3 		$2.16M Sell
59,876
-1,139
-2% -$45K 0.22% 111
2026
Q2 		$2.11M Sell
61,015
-1,438
-2% -$52.9K 0.21% 116
2026
Q1 		$2.27M Sell
62,453
-4,528
-7% -$185K 0.26% 103
2025
Q4 		$2.73M Sell
66,981
-989
-1% -$42.2K 0.31% 88
2025
Q3 		$2.95M Buy
67,970
+2,058
+3% +$94.9K 0.34% 84
2025
Q2 		$2.92M Sell
65,912
-2,391
-4% -$95.5K 0.36% 80
2025
Q1 		$2.67M Sell
68,303
-2,083
-3% -$88.2K 0.35% 87
2024
Q4 		$3.03M Buy
70,386
+8
+0% +$365 0.38% 80
2024
Q3 		$3.05M Buy
70,378
+2,409
+4% +$99.4K 0.38% 83
2024
Q2 		$2.81M Sell
67,969
-3,093
-4% -$133K 0.39% 78
2024
Q1 		$3.25M Sell
71,062
-239
-0.3% -$10.3K 0.45% 70
2023
Q4 		$3.15M Sell
71,301
-592
-0.8% -$22.3K 0.47% 71
2023
Q3 		$2.69M Sell
71,893
-1,278
-2% -$49.5K 0.42% 77
2023
Q2 		$2.88M Sell
73,171
-993
-1% -$34.3K 0.43% 76
2023
Q1 		$2.37M Sell
74,164
-687
-0.9% -$23K 0.37% 89
2022
Q4 		$2.22M Sell
74,851
-3,993
-5% -$123K 0.34% 89
2022
Q3 		$2.12M Buy
+78,844
New +$2.77M 0.34% 91

Other funds holding APAM

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Optimist Retirement Group
Optimist Retirement Group Bellevue, Washington $246M AUM 28.58% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Carolina Wealth Advisors
Carolina Wealth Advisors Myrtle Beach, South Carolina $263M AUM 16.19% 1-Year Est. Return

Romano Brothers & Co's APAM Position: Q3 2026 in Review

Romano Brothers & Co reduced its Artisan Partners (APAM) stake by 1.9% in Q3 2026, selling an estimated $45K and leaving 59,876 shares worth $2.16M. The position accounts for 0.22% of the portfolio, ranked #111.

Romano Brothers & Co first reported a position in APAM in Q3 2022 and has held it in 17 quarters since. The position peaked at $3.25M in Q1 2024. 109 funds tracked by Wall St. Rank hold APAM as of Q3 2026.

  • Romano Brothers & Co held 59,876 shares of Artisan Partners worth $2.16M as of Q3 2026.
  • Romano Brothers & Co sold 1,139 Artisan Partners shares in Q3 2026, an estimated $45K.
  • Artisan Partners made up 0.22% of Romano Brothers & Co's portfolio in Q3 2026, its #111 holding.
  • Romano Brothers & Co first reported a position in Artisan Partners in Q3 2022 and has held it in 17 quarters since.
  • Romano Brothers & Co's Artisan Partners position peaked at $3.25M in Q1 2024.
  • 109 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2026.

Based on Romano Brothers & Co's 13F filing for Q3 2026, filed 22 Oct 2026.