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Spire Wealth Management’s Artisan Partners APAM Stock Holding History

Spire 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
2025
Q2 		– Sell
-29
Closed -$1.13K – 2384
2025
Q1 		$1.13K Sell
29
-1
-3% -$42 ﹤0.01% 2367
2024
Q4 		$1.29K Hold
30
– – ﹤0.01% 2324
2024
Q3 		$1.3K Hold
30
– – ﹤0.01% 2065
2024
Q2 		$1.24K Hold
30
– – ﹤0.01% 2086
2024
Q1 		$1.37K Hold
30
– – ﹤0.01% 2157
2023
Q4 		$1.26K Buy
30
+4
+15% +$151 ﹤0.01% 2224
2023
Q3 		$973 Buy
+26
New +$1.01K ﹤0.01% 2255

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Spire Wealth Management's APAM Position: Q2 2025 in Review

Spire Wealth Management sold out of Artisan Partners (APAM) in Q2 2025, closing a stake of 29 shares — an estimated $1.13K sold.

Spire Wealth Management first reported a position in APAM in Q3 2023 and held it in 7 quarters. The position peaked at $1.37K in Q1 2024. 367 funds tracked by Wall St. Rank hold APAM as of Q2 2025.

  • Spire Wealth Management reported no remaining Artisan Partners position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 29 Artisan Partners shares in Q2 2025, an estimated $1.13K.
  • Spire Wealth Management first reported a position in Artisan Partners in Q3 2023 and held it in 7 quarters.
  • Spire Wealth Management's Artisan Partners position peaked at $1.37K in Q1 2024.
  • 367 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.