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 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 $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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return