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Sanctuary Advisors’s Artisan Partners APAM Stock Holding History

Sanctuary Advisors’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 		$260K Sell
7,157
-2,672
-27% -$109K ﹤0.01% 2179
2025
Q4 		$400K Sell
9,829
-1,801
-15% -$76.9K ﹤0.01% 1858
2025
Q3 		$505K Buy
11,630
+742
+7% +$34.2K ﹤0.01% 1710
2025
Q2 		$483K Buy
10,888
+807
+8% +$32.2K ﹤0.01% 1648
2025
Q1 		$394K Buy
10,081
+65
+0.6% +$2.75K ﹤0.01% 1641
2024
Q4 		$447K Sell
10,016
-617
-6% -$28.2K ﹤0.01% 1750
2024
Q3 		$507K Sell
10,633
-444
-4% -$18.3K ﹤0.01% 1694
2024
Q2 		$465K Buy
+11,077
New +$478K ﹤0.01% 1692

Other funds holding APAM

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VPM
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VCM
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State Street
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VNIM
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return