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SVB Wealth’s Artisan Partners APAM Stock Holding History

SVB Wealth’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
-836
Closed -$32.7K – 523
2025
Q1 		$32.7K Buy
+836
New +$35.4K ﹤0.01% 641
2021
Q3 		– Sell
-6,030
Closed -$307K – 1006
2021
Q2 		$307K Buy
6,030
+991
+20% +$52.1K ﹤0.01% 746
2021
Q1 		$262K Buy
+5,039
New +$257K ﹤0.01% 746

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

SVB Wealth's APAM Position: Q2 2025 in Review

SVB Wealth sold out of Artisan Partners (APAM) in Q2 2025, closing a stake of 836 shares — an estimated $32.7K sold.

SVB Wealth first reported a position in APAM in Q1 2021 and held it in 3 quarters. The position peaked at $307K in Q2 2021. 367 funds tracked by Wall St. Rank hold APAM as of Q2 2025.

  • SVB Wealth reported no remaining Artisan Partners position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 836 Artisan Partners shares in Q2 2025, an estimated $32.7K.
  • SVB Wealth first reported a position in Artisan Partners in Q1 2021 and held it in 3 quarters.
  • SVB Wealth's Artisan Partners position peaked at $307K in Q2 2021.
  • 367 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.