Trajan Wealth’s Artisan Partners APAM Stock Holding History

Trajan 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 Q3	–	Sell	-5,123	Closed	-$227K	–	161
2025 Q2	$227K	Buy	+5,123	New	+$205K	0.01%	134
2025 Q1	–	Sell	-5,597	Closed	-$241K	–	153
2024 Q4	$241K	Sell	5,597 -11	-0.2%	-$502	0.01%	145
2024 Q3	$243K	Buy	5,608 +611	+12%	+$25.2K	0.01%	157
2024 Q2	$206K	Sell	4,997 -326	-6%	-$14.1K	0.01%	153
2024 Q1	$244K	Buy	+5,323	New	+$229K	0.02%	150

Other funds holding APAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Trajan Wealth's APAM Position: Q3 2025 in Review

Trajan Wealth sold out of Artisan Partners (APAM) in Q3 2025, closing a stake of 5,123 shares — an estimated $227K sold.

Trajan Wealth first reported a position in APAM in Q1 2024 and held it in 5 quarters. The position peaked at $244K in Q1 2024. 398 funds tracked by Wall St. Rank hold APAM as of Q3 2025.

Trajan Wealth reported no remaining Artisan Partners position as of Q3 2025 after selling out during the quarter.
Trajan Wealth sold 5,123 Artisan Partners shares in Q3 2025, an estimated $227K.
Trajan Wealth first reported a position in Artisan Partners in Q1 2024 and held it in 5 quarters.
Trajan Wealth's Artisan Partners position peaked at $244K in Q1 2024.
398 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2025.

Based on Trajan Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.