True Wealth Design
APAM icon

True Wealth Design’s Artisan Partners APAM Stock Holding History

True Wealth Design’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 		$4.84K Buy
+134
New +$5.3K ﹤0.01% 1352
2026
Q1 		– Sell
-10
Closed -$408 – 2707
2025
Q4 		$408 Buy
10
+6
+150% +$256 ﹤0.01% 2019
2025
Q3 		$174 Hold
4
– – ﹤0.01% 2335
2025
Q2 		$178 Sell
4
-14
-78% -$559 ﹤0.01% 2108
2025
Q1 		$704 Buy
+18
New +$763 ﹤0.01% 1414

Other funds holding APAM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

True Wealth Design's APAM Position: Q3 2026 in Review

True Wealth Design opened a new position in Artisan Partners (APAM) in Q3 2026: 134 shares worth $4.84K. The stake represents ﹤0.01% of the portfolio and ranks #1352 among its holdings. This is a return to the name: True Wealth Design previously reported a position in APAM as recently as Q4 2025.

True Wealth Design first reported a position in APAM in Q1 2025 and has held it in 5 quarters since. 208 funds tracked by Wall St. Rank hold APAM as of Q3 2026.

  • True Wealth Design held 134 shares of Artisan Partners worth $4.84K as of Q3 2026.
  • Artisan Partners was a new True Wealth Design position in Q3 2026.
  • Artisan Partners made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1352 holding.
  • True Wealth Design first reported a position in Artisan Partners in Q1 2025 and has held it in 5 quarters since.
  • 208 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.