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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
Q2 		$57.5K Buy
1,665
+34
+2% +$1.25K ﹤0.01% 507
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 $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
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

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

SHP Wealth Management increased its Artisan Partners (APAM) stake by 2.1% in Q2 2026, buying an estimated $1.25K and bringing the position to 1,665 shares worth $57.5K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

SHP Wealth Management first reported a position in APAM in Q4 2025 and has held it in 3 quarters since. The position peaked at $64K in Q4 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • SHP Wealth Management held 1,665 shares of Artisan Partners worth $57.5K as of Q2 2026.
  • SHP Wealth Management bought 34 Artisan Partners shares in Q2 2026, an estimated $1.25K.
  • Artisan Partners made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #507 holding.
  • SHP Wealth Management first reported a position in Artisan Partners in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Artisan Partners position peaked at $64K in Q4 2025.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.