SWM
APAM icon

Salvus Wealth Management’s Artisan Partners APAM Stock Holding History

Salvus Wealth Management’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 		$333K Buy
9,650
+1,776
+23% +$65.3K 0.19% 107
2026
Q1 		$287K Buy
7,874
+797
+11% +$32.6K 0.17% 110
2025
Q4 		$288K Buy
7,077
+210
+3% +$8.96K 0.16% 109
2025
Q3 		$298K Buy
6,867
+1,313
+24% +$60.5K 0.17% 109
2025
Q2 		$246K Buy
5,554
+263
+5% +$10.5K 0.14% 110
2025
Q1 		$207K Buy
+5,291
New +$224K 0.13% 114

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 $3.37T 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

Salvus Wealth Management's APAM Position: Q2 2026 in Review

Salvus Wealth Management increased its Artisan Partners (APAM) stake by 23% in Q2 2026, buying an estimated $65.3K and bringing the position to 9,650 shares worth $333K. The position accounts for 0.19% of the portfolio, ranked #107.

Salvus Wealth Management first reported a position in APAM in Q1 2025 and has held it in 6 quarters since. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Salvus Wealth Management held 9,650 shares of Artisan Partners worth $333K as of Q2 2026.
  • Salvus Wealth Management bought 1,776 Artisan Partners shares in Q2 2026, an estimated $65.3K.
  • Artisan Partners made up 0.19% of Salvus Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Salvus Wealth Management first reported a position in Artisan Partners in Q1 2025 and has held it in 6 quarters since.
  • 382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Salvus Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.