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 Q2	$470K	Buy	13,611 +175	+1%	+$6.44K	0.02%	150
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 $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Smith Group Asset Management's APAM Position: Q2 2026 in Review

Smith Group Asset Management increased its Artisan Partners (APAM) stake by 1.3% in Q2 2026, buying an estimated $6.44K and bringing the position to 13,611 shares worth $470K. The position accounts for 0.02% of the portfolio, ranked #150.

Smith Group Asset Management first reported a position in APAM in Q3 2019 and has held it in 19 quarters since. The position peaked at $519K in Q3 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Smith Group Asset Management held 13,611 shares of Artisan Partners worth $470K as of Q2 2026.
Smith Group Asset Management bought 175 Artisan Partners shares in Q2 2026, an estimated $6.44K.
Artisan Partners made up 0.02% of Smith Group Asset Management's portfolio in Q2 2026, its #150 holding.
Smith Group Asset Management first reported a position in Artisan Partners in Q3 2019 and has held it in 19 quarters since.
Smith Group Asset Management's Artisan Partners position peaked at $519K in Q3 2025.
381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Smith Group Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.