Steward Partners Investment Advisory’s Artisan Partners APAM Stock Holding History

Steward Partners Investment Advisory’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	$236K	Sell	6,831 -275	-4%	-$10.1K	﹤0.01%	2142
2026 Q1	$259K	Hold	7,106	–	–	﹤0.01%	1889
2025 Q4	$289K	Buy	7,106 +167	+2%	+$7.13K	﹤0.01%	1732
2025 Q3	$301K	Hold	6,939	–	–	﹤0.01%	1650
2025 Q2	$308K	Hold	6,939	–	–	﹤0.01%	1545
2025 Q1	$271K	Hold	6,939	–	–	﹤0.01%	1500
2024 Q4	$299K	Sell	6,939 -219	-3%	-$10K	﹤0.01%	1412
2024 Q3	$310K	Buy	7,158 +542	+8%	+$22.4K	﹤0.01%	1319
2024 Q2	$273K	Hold	6,616	–	–	﹤0.01%	1313
2024 Q1	$303K	Sell	6,616 -868	-12%	-$37.3K	﹤0.01%	1252
2023 Q4	$331K	Buy	7,484 +680	+10%	+$25.7K	﹤0.01%	1176
2023 Q3	$255K	Buy	6,804 +511	+8%	+$19.8K	﹤0.01%	1181
2023 Q2	$247K	Sell	6,293 -477	-7%	-$16.5K	﹤0.01%	1192
2023 Q1	$217K	Sell	6,770 -497	-7%	-$16.7K	﹤0.01%	1243
2022 Q4	$216K	Buy	7,267 +1,761	+32%	+$54.1K	﹤0.01%	1210
2022 Q3	$148K	Sell	5,506 -2,985	-35%	-$105K	﹤0.01%	1328
2022 Q2	$302K	Sell	8,491 -966	-10%	-$35.1K	0.01%	1031
2022 Q1	$372K	Buy	9,457 +103	+1%	+$4.18K	0.01%	1037
2021 Q4	$446K	Sell	9,354 -9,198	-50%	-$442K	0.01%	981
2021 Q3	$908K	Buy	18,552 +658	+4%	+$33.2K	0.02%	692
2021 Q2	$909K	Buy	17,894 +1,062	+6%	+$55.8K	0.02%	709
2021 Q1	$878K	Buy	16,832 +4,823	+40%	+$246K	0.02%	687
2020 Q4	$605K	Buy	12,009 +10,935	+1,018%	+$497K	0.01%	702
2020 Q3	$42K	Buy	1,074 +664	+162%	+$24.3K	﹤0.01%	1572
2020 Q2	$13K	Hold	410	–	–	﹤0.01%	1923
2020 Q1	$8K	Buy	410 +166	+68%	+$4.98K	﹤0.01%	1921
2019 Q4	$7K	Hold	244	–	–	﹤0.01%	2133
2019 Q3	$6K	Buy	244 +243	+24,300%	+$6.8K	﹤0.01%	2182
2019 Q2	$0	Buy	+1	New	+$27	﹤0.01%	2605
2017 Q3	–	Sell	-29	Closed	–	–	1665
2017 Q2	$0	Buy	+29	New	+$833	﹤0.01%	1612

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's APAM Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Artisan Partners (APAM) stake by 3.9% in Q2 2026, selling an estimated $10.1K and leaving 6,831 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #2142.

Steward Partners Investment Advisory first reported a position in APAM in Q2 2017 and has held it in 30 quarters since. The position peaked at $909K in Q2 2021. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Steward Partners Investment Advisory held 6,831 shares of Artisan Partners worth $236K as of Q2 2026.
Steward Partners Investment Advisory sold 275 Artisan Partners shares in Q2 2026, an estimated $10.1K.
Artisan Partners made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2142 holding.
Steward Partners Investment Advisory first reported a position in Artisan Partners in Q2 2017 and has held it in 30 quarters since.
Steward Partners Investment Advisory's Artisan Partners position peaked at $909K in Q2 2021.
381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.