Sunbelt Securities’s Artisan Partners APAM Stock Holding History

Sunbelt Securities’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	$22.9K	Sell	630 -8	-1%	-$327	﹤0.01%	1249
2025 Q4	$26K	Hold	638	–	–	﹤0.01%	1182
2025 Q3	$27.7K	Buy	638 +61	+11%	+$2.81K	﹤0.01%	1165
2025 Q2	$24.8K	Hold	577	–	–	﹤0.01%	1113
2025 Q1	$22.6K	Hold	577	–	–	﹤0.01%	1097
2024 Q4	$24.9K	Buy	577 +7	+1%	+$320	﹤0.01%	1109
2024 Q3	$24.7K	Buy	570 +7	+1%	+$289	﹤0.01%	1119
2024 Q2	$23.2K	Buy	563 +6	+1%	+$259	﹤0.01%	1089
2024 Q1	$25.5K	Buy	557 +9	+2%	+$387	﹤0.01%	1037
2023 Q4	$24.2K	Buy	548 +7	+1%	+$264	﹤0.01%	979
2023 Q3	$20.2K	Buy	541 +158	+41%	+$6.13K	﹤0.01%	1014
2023 Q2	$15K	Buy	383 +6	+2%	+$207	﹤0.01%	1084
2023 Q1	$11.8K	Buy	+377	New	+$12.6K	﹤0.01%	1088

Other funds holding APAM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return