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Toth Financial Advisory’s Artisan Partners APAM Stock Holding History

Toth Financial Advisory’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
Q3 		$1.08K Buy
+30
New +$1.19K ﹤0.01% 937
2018
Q4 		– Sell
-560
Closed -$18K – 405
2018
Q3 		$18K Hold
560
– – ﹤0.01% 273
2018
Q2 		$17K Buy
+560
New +$18.2K ﹤0.01% 280

Other funds holding APAM

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Toth Financial Advisory's APAM Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Artisan Partners (APAM) in Q3 2026: 30 shares worth $1.08K. The stake represents ﹤0.01% of the portfolio and ranks #937 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in APAM as recently as Q3 2018.

Toth Financial Advisory first reported a position in APAM in Q2 2018 and has held it in 3 quarters since. The position peaked at $18K in Q3 2018. 11 funds tracked by Wall St. Rank hold APAM as of Q3 2026.

  • Toth Financial Advisory held 30 shares of Artisan Partners worth $1.08K as of Q3 2026.
  • Artisan Partners was a new Toth Financial Advisory position in Q3 2026.
  • Artisan Partners made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #937 holding.
  • Toth Financial Advisory first reported a position in Artisan Partners in Q2 2018 and has held it in 3 quarters since.
  • Toth Financial Advisory's Artisan Partners position peaked at $18K in Q3 2018.
  • 11 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.