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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
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

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
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

Root Financial Partners's APAM Position: Q2 2026 in Review

Root Financial Partners sold out of Artisan Partners (APAM) in Q2 2026, closing a stake of 177 shares — an estimated $6.44K sold.

Root Financial Partners first reported a position in APAM in Q3 2025 and held it in 3 quarters. The position peaked at $7.21K in Q4 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Root Financial Partners reported no remaining Artisan Partners position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 177 Artisan Partners shares in Q2 2026, an estimated $6.44K.
  • Root Financial Partners first reported a position in Artisan Partners in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Artisan Partners position peaked at $7.21K in Q4 2025.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.