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Sound Income Strategies’s Artisan Partners APAM Stock Holding History

Sound Income Strategies’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 		$72.9K Buy
1,993
+4
+0.2% +$164 ﹤0.01% 702
2025
Q4 		$88.1K Buy
1,989
+9
+0.5% +$384 ﹤0.01% 613
2025
Q3 		$86.3K Buy
1,980
+30
+2% +$1.38K ﹤0.01% 432
2025
Q2 		$86.4K Buy
1,950
+32
+2% +$1.28K 0.01% 407
2025
Q1 		$75K Buy
1,918
+58
+3% +$2.46K ﹤0.01% 436
2024
Q4 		$80.1K Buy
1,860
+31
+2% +$1.42K 0.01% 382
2024
Q3 		$79.2K Sell
1,829
-29
-2% -$1.2K 0.01% 375
2024
Q2 		$76.7K Sell
1,858
-206
-10% -$8.89K ﹤0.01% 375
2024
Q1 		$94.4K Buy
2,064
+329
+19% +$14.1K 0.01% 321
2023
Q4 		$76.7K Buy
1,735
+1,595
+1,139% +$60.2K 0.01% 334
2023
Q3 		$5.24K Hold
140
– – ﹤0.01% 738
2023
Q2 		$5.5K Hold
140
– – ﹤0.01% 722
2023
Q1 		$4.48K Buy
+140
New +$4.7K ﹤0.01% 713

Other funds holding APAM

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $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
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 $3.91B AUM 34.32% 1-Year Est. Return