Simplex Trading
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Simplex Trading’s Artisan Partners APAM Stock Holding History

Simplex Trading’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 		– Sell
-678
Closed -$27.7K – 8992
2025
Q4 		$27.6K Sell
678
-557
-45% -$23.8K ﹤0.01% 6180
2025
Q3 		$53K Buy
+1,235
New +$56.9K ﹤0.01% 6388
2025
Q2 		– Sell
-293
Closed -$11.7K – 8556
2025
Q1 		$11K Sell
293
-472
-62% -$20K ﹤0.01% 7010
2024
Q4 		$32K Buy
+765
New +$34.9K ﹤0.01% 6278
2022
Q1 		– Sell
-2,063
Closed -$83.8K – 10308
2021
Q4 		$98K Sell
2,063
-13,499
-87% -$648K ﹤0.01% 6272
2021
Q3 		$799K Hold
15,562
– – ﹤0.01% 3399
2021
Q2 		$790K Buy
15,562
+14,298
+1,131% +$751K ﹤0.01% 3480
2021
Q1 		$65K Buy
+1,264
New +$64.5K ﹤0.01% 6285
2020
Q3 		– Sell
-401
Closed -$14.7K – 7726
2020
Q2 		$13K Sell
401
-7,191
-95% -$199K ﹤0.01% 6476
2020
Q1 		$163K Buy
+7,592
New +$228K ﹤0.01% 3822
2019
Q3 		– Sell
-1,116
Closed -$31.2K – 7191
2019
Q2 		$30K Sell
1,116
-1,459
-57% -$38.8K ﹤0.01% 5259
2019
Q1 		$64K Buy
+2,575
New +$62.9K ﹤0.01% 4790
2018
Q3 		– Sell
-241
Closed -$7.85K – 7347
2018
Q2 		$7K Sell
241
-29
-11% -$941 ﹤0.01% 6516
2018
Q1 		$8K Buy
+270
New +$9.74K ﹤0.01% 4190
2017
Q3 		– Sell
-3,034
Closed -$94.3K – 5838
2017
Q2 		$93K Buy
+3,034
New +$87.2K ﹤0.01% 1810
2017
Q1 		– Sell
-115
Closed -$3.3K – 6097
2016
Q4 		$3K Sell
115
-607
-84% -$17.3K ﹤0.01% 4683
2016
Q3 		$19K Sell
722
-1,692
-70% -$46.2K ﹤0.01% 3012
2016
Q2 		$66K Sell
2,414
-5,442
-69% -$172K ﹤0.01% 1799
2016
Q1 		$242K Buy
+7,856
New +$229K 0.02% 762

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

Simplex Trading's APAM Position: Q1 2026 in Review

Simplex Trading sold out of Artisan Partners (APAM) in Q1 2026, closing a stake of 678 shares — an estimated $27.7K sold.

Simplex Trading first reported a position in APAM in Q1 2016 and held it in 19 quarters. The position peaked at $799K in Q3 2021. 384 funds tracked by Wall St. Rank hold APAM as of Q1 2026.

  • Simplex Trading reported no remaining Artisan Partners position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 678 Artisan Partners shares in Q1 2026, an estimated $27.7K.
  • Simplex Trading first reported a position in Artisan Partners in Q1 2016 and held it in 19 quarters.
  • Simplex Trading's Artisan Partners position peaked at $799K in Q3 2021.
  • 384 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.