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 $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 $3.37T AUM 44.26% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Sunbelt Securities's APAM Position: Q1 2026 in Review

Sunbelt Securities reduced its Artisan Partners (APAM) stake by 1.3% in Q1 2026, selling an estimated $327 and leaving 630 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Sunbelt Securities first reported a position in APAM in Q1 2023 and has held it in 13 quarters since. The position peaked at $27.7K in Q3 2025. 384 funds tracked by Wall St. Rank hold APAM as of Q1 2026.

Sunbelt Securities held 630 shares of Artisan Partners worth $22.9K as of Q1 2026.
Sunbelt Securities sold 8 Artisan Partners shares in Q1 2026, an estimated $327.
Artisan Partners made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1249 holding.
Sunbelt Securities first reported a position in Artisan Partners in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Artisan Partners position peaked at $27.7K in Q3 2025.
384 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.