Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SGAM
Smith Group Asset Management’s
Artisan Partners
APAM
Stock Holding History
Smith Group Asset 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
$489K
Buy
13,436
+1,168
+10%
+$47.8K
0.02%
140
2025
Q4
$500K
Buy
12,268
+298
+2%
+$12.7K
0.03%
134
2025
Q3
$519K
Buy
11,970
+354
+3%
+$16.3K
0.03%
129
2025
Q2
$515K
Sell
11,616
-2
-0%
-$80
0.03%
128
2025
Q1
$454K
Buy
11,618
+39
+0.3%
+$1.65K
0.03%
151
2024
Q4
$498K
Buy
11,579
+113
+1%
+$5.16K
0.04%
149
2024
Q3
$497K
Buy
11,466
+2,279
+25%
+$94.1K
0.04%
111
2024
Q2
$379K
Buy
9,187
+56
+0.6%
+$2.42K
0.03%
107
2024
Q1
$418K
Hold
9,131
–
–
0.02%
147
2023
Q4
$403K
Buy
+9,131
New
+$345K
0.02%
140
2021
Q3
–
Sell
-230
Closed
-$12K
–
373
2021
Q2
$12K
Hold
230
–
–
﹤0.01%
276
2021
Q1
$12K
Sell
230
-6,370
-97%
-$325K
﹤0.01%
242
2020
Q4
$332K
Sell
6,600
-20
-0.3%
-$909
0.02%
155
2020
Q3
$258K
Sell
6,620
-10
-0.2%
-$367
0.01%
157
2020
Q2
$215K
Sell
6,630
-90
-1%
-$2.5K
0.01%
160
2020
Q1
$144K
Sell
6,720
-300
-4%
-$8.99K
0.01%
188
2019
Q4
$227K
Sell
7,020
-300
-4%
-$8.66K
0.01%
188
2019
Q3
$207K
Buy
+7,320
New
+$205K
0.01%
188
Other funds holding APAM
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VNIM
Vaughan Nelson Investment Management
Houston, Texas
$9.96B AUM
41%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close