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SageView Advisory Group’s Artisan Partners APAM Stock Holding History

SageView Advisory Group’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 		– Sell
-334
Closed -$13.6K – 673
2025
Q4 		$13.6K Buy
+334
New +$14.3K ﹤0.01% 1600

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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

SageView Advisory Group's APAM Position: Q1 2026 in Review

SageView Advisory Group sold out of Artisan Partners (APAM) in Q1 2026, closing a stake of 334 shares — an estimated $13.6K sold.

SageView Advisory Group first reported a position in APAM in Q4 2025 and held it in 1 quarter. The position peaked at $13.6K in Q4 2025. 384 funds tracked by Wall St. Rank hold APAM as of Q1 2026.

  • SageView Advisory Group reported no remaining Artisan Partners position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 334 Artisan Partners shares in Q1 2026, an estimated $13.6K.
  • SageView Advisory Group first reported a position in Artisan Partners in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Artisan Partners position peaked at $13.6K in Q4 2025.
  • 384 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.