Root Financial Partners
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Root Financial Partners’s Artisan Partners APAM Stock Holding History

Root Financial Partners’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 		$10.3K Buy
+285
New +$11.3K ﹤0.01% 1897
2026
Q2 		– Sell
-177
Closed -$6.44K – 566
2026
Q1 		$6.44K Hold
177
– – ﹤0.01% 1852
2025
Q4 		$7.21K Buy
177
+14
+9% +$597 ﹤0.01% 1635
2025
Q3 		$7.07K Buy
+163
New +$7.51K ﹤0.01% 1585

Other funds holding APAM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's APAM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Artisan Partners (APAM) in Q3 2026: 285 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #1897 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in APAM as recently as Q1 2026.

Root Financial Partners first reported a position in APAM in Q3 2025 and has held it in 4 quarters since. 303 funds tracked by Wall St. Rank hold APAM as of Q3 2026.

  • Root Financial Partners held 285 shares of Artisan Partners worth $10.3K as of Q3 2026.
  • Artisan Partners was a new Root Financial Partners position in Q3 2026.
  • Artisan Partners made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1897 holding.
  • Root Financial Partners first reported a position in Artisan Partners in Q3 2025 and has held it in 4 quarters since.
  • 303 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.