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Rothschild Investment LLC’s Artisan Partners APAM Stock Holding History

Rothschild Investment LLC’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 		$3.49K Sell
101
-11
-10% -$405 ﹤0.01% 2476
2026
Q1 		$4.08K Buy
112
+25
+29% +$1.02K ﹤0.01% 2165
2025
Q4 		$3.54K Buy
87
+37
+74% +$1.58K ﹤0.01% 2067
2025
Q3 		$2.17K Sell
50
-30
-38% -$1.38K ﹤0.01% 2175
2025
Q2 		$3.55K Sell
80
-35
-30% -$1.4K ﹤0.01% 1683
2025
Q1 		$4.5K Buy
115
+40
+53% +$1.7K ﹤0.01% 1491
2024
Q4 		$3.23K Buy
75
+10
+15% +$457 ﹤0.01% 1535
2024
Q3 		$2.82K Buy
65
+35
+117% +$1.44K ﹤0.01% 1549
2024
Q2 		$1.24K Buy
30
+25
+500% +$1.08K ﹤0.01% 1555
2024
Q1 		$229 Buy
+5
New +$215 ﹤0.01% 1684

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's APAM Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Artisan Partners (APAM) stake by 9.8% in Q2 2026, selling an estimated $405 and leaving 101 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #2476.

Rothschild Investment LLC first reported a position in APAM in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.5K in Q1 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Rothschild Investment LLC held 101 shares of Artisan Partners worth $3.49K as of Q2 2026.
  • Rothschild Investment LLC sold 11 Artisan Partners shares in Q2 2026, an estimated $405.
  • Artisan Partners made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2476 holding.
  • Rothschild Investment LLC first reported a position in Artisan Partners in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Artisan Partners position peaked at $4.5K in Q1 2025.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.