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 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	$2.13M	Buy	+78,844	New	+$2.77M	0.34%	91

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

Romano Brothers & Co's APAM Position: Q2 2026 in Review

Romano Brothers & Co reduced its Artisan Partners (APAM) stake by 2.3% in Q2 2026, selling an estimated $52.9K and leaving 61,015 shares worth $2.11M. The position accounts for 0.21% of the portfolio, ranked #116.

Romano Brothers & Co first reported a position in APAM in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.25M in Q1 2024. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Romano Brothers & Co held 61,015 shares of Artisan Partners worth $2.11M as of Q2 2026.
Romano Brothers & Co sold 1,438 Artisan Partners shares in Q2 2026, an estimated $52.9K.
Artisan Partners made up 0.21% of Romano Brothers & Co's portfolio in Q2 2026, its #116 holding.
Romano Brothers & Co first reported a position in Artisan Partners in Q3 2022 and has held it in 16 quarters since.
Romano Brothers & Co's Artisan Partners position peaked at $3.25M in Q1 2024.
382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.