TD Private Client Wealth’s Artisan Partners APAM Stock Holding History

TD Private Client 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
2026 Q2	$173	Hold	5	–	–	﹤0.01%	1655
2026 Q1	$182	Buy	+5	New	+$204	﹤0.01%	1581
2023 Q1	–	Sell	-387	Closed	-$11.5K	–	1240
2022 Q4	$11.5K	Hold	387	–	–	﹤0.01%	990
2022 Q3	$10.4K	Sell	387 -27	-7%	-$949	﹤0.01%	992
2022 Q2	$14.7K	Sell	414 -63	-13%	-$2.29K	﹤0.01%	962
2022 Q1	$18.8K	Buy	+477	New	+$19.4K	﹤0.01%	955

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

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

TD Private Client Wealth's APAM Position: Q2 2026 in Review

TD Private Client Wealth held its Artisan Partners (APAM) position steady in Q2 2026 at 5 shares worth $173. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

TD Private Client Wealth first reported a position in APAM in Q1 2022 and has held it in 6 quarters since. The position peaked at $18.8K in Q1 2022. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

TD Private Client Wealth held 5 shares of Artisan Partners worth $173 as of Q2 2026.
TD Private Client Wealth left its Artisan Partners share count unchanged in Q2 2026.
Artisan Partners made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1655 holding.
TD Private Client Wealth first reported a position in Artisan Partners in Q1 2022 and has held it in 6 quarters since.
TD Private Client Wealth's Artisan Partners position peaked at $18.8K in Q1 2022.
382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.