TCM
APAM icon

Traub Capital Management’s Artisan Partners APAM Stock Holding History

Traub Capital Management’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
-460
Closed -$20.4K – 160
2025
Q2 		$20.4K Buy
+460
New +$18.4K 0.02% 303

Other funds holding APAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Traub Capital Management's APAM Position: Q3 2025 in Review

Traub Capital Management sold out of Artisan Partners (APAM) in Q3 2025, closing a stake of 460 shares — an estimated $20.4K sold.

Traub Capital Management first reported a position in APAM in Q2 2025 and held it in 1 quarter. The position peaked at $20.4K in Q2 2025. 398 funds tracked by Wall St. Rank hold APAM as of Q3 2025.

  • Traub Capital Management reported no remaining Artisan Partners position as of Q3 2025 after selling out during the quarter.
  • Traub Capital Management sold 460 Artisan Partners shares in Q3 2025, an estimated $20.4K.
  • Traub Capital Management first reported a position in Artisan Partners in Q2 2025 and held it in 1 quarter.
  • Traub Capital Management's Artisan Partners position peaked at $20.4K in Q2 2025.
  • 398 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2025.

Based on Traub Capital Management's 13F filing for Q3 2025, filed 30 Oct 2025.