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Scarborough Advisors’s Artisan Partners APAM Stock Holding History

Scarborough 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
Q2 		– Sell
-751
Closed -$27.3K – 183
2026
Q1 		$27.3K Buy
751
+19
+3% +$777 ﹤0.01% 306
2025
Q4 		$29.8K Sell
732
-6
-0.8% -$256 0.01% 173
2025
Q3 		$32K Sell
738
-51
-6% -$2.35K 0.01% 162
2025
Q2 		$35K Buy
+789
New +$31.5K 0.01% 154
2024
Q3 		– Sell
-783
Closed -$32.3K – 129
2024
Q2 		$32.3K Buy
783
+11
+1% +$475 0.01% 127
2024
Q1 		$35.4K Buy
772
+12
+2% +$515 0.02% 121
2023
Q4 		$33.6K Buy
+760
New +$28.7K 0.01% 212

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

Scarborough Advisors's APAM Position: Q2 2026 in Review

Scarborough Advisors sold out of Artisan Partners (APAM) in Q2 2026, closing a stake of 751 shares — an estimated $27.3K sold.

Scarborough Advisors first reported a position in APAM in Q4 2023 and held it in 7 quarters. The position peaked at $35.4K in Q1 2024. 380 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Scarborough Advisors reported no remaining Artisan Partners position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 751 Artisan Partners shares in Q2 2026, an estimated $27.3K.
  • Scarborough Advisors first reported a position in Artisan Partners in Q4 2023 and held it in 7 quarters.
  • Scarborough Advisors's Artisan Partners position peaked at $35.4K in Q1 2024.
  • 380 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.