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SummitTX Capital’s Artisan Partners APAM Stock Holding History

SummitTX Capital’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 		$656K Buy
18,985
+10,405
+121% +$383K 0.02% 543
2026
Q1 		$312K Buy
+8,580
New +$351K 0.01% 640
2025
Q4 		– Sell
-8,711
Closed -$378K – 692
2025
Q3 		$378K Sell
8,711
-19,121
-69% -$881K 0.02% 583
2025
Q2 		$1.23M Sell
27,832
-9,461
-25% -$378K 0.05% 332
2025
Q1 		$1.46M Buy
+37,293
New +$1.58M 0.06% 312

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
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
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

SummitTX Capital's APAM Position: Q2 2026 in Review

SummitTX Capital increased its Artisan Partners (APAM) stake by 121% in Q2 2026, buying an estimated $383K and bringing the position to 18,985 shares worth $656K. The position accounts for 0.02% of the portfolio, ranked #543.

SummitTX Capital first reported a position in APAM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.46M in Q1 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • SummitTX Capital held 18,985 shares of Artisan Partners worth $656K as of Q2 2026.
  • SummitTX Capital bought 10,405 Artisan Partners shares in Q2 2026, an estimated $383K.
  • Artisan Partners made up 0.02% of SummitTX Capital's portfolio in Q2 2026, its #543 holding.
  • SummitTX Capital first reported a position in Artisan Partners in Q1 2025 and has held it in 5 quarters since.
  • SummitTX Capital's Artisan Partners position peaked at $1.46M in Q1 2025.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.