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SHP Wealth Management’s Artisan Partners APAM Stock Holding History

SHP 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
Q1 		$59.4K Buy
1,631
+60
+4% +$2.45K ﹤0.01% 462
2025
Q4 		$64K Buy
+1,571
New +$67K 0.01% 430

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 $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $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 $4.34B AUM 37.08% 1-Year Est. Return

SHP Wealth Management's APAM Position: Q1 2026 in Review

SHP Wealth Management increased its Artisan Partners (APAM) stake by 3.8% in Q1 2026, buying an estimated $2.45K and bringing the position to 1,631 shares worth $59.4K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

SHP Wealth Management first reported a position in APAM in Q4 2025 and has held it in 2 quarters since. The position peaked at $64K in Q4 2025. 383 funds tracked by Wall St. Rank hold APAM as of Q1 2026.

  • SHP Wealth Management held 1,631 shares of Artisan Partners worth $59.4K as of Q1 2026.
  • SHP Wealth Management bought 60 Artisan Partners shares in Q1 2026, an estimated $2.45K.
  • Artisan Partners made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #462 holding.
  • SHP Wealth Management first reported a position in Artisan Partners in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Artisan Partners position peaked at $64K in Q4 2025.
  • 383 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.