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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
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

True Wealth Design's APAM Position: Q1 2026 in Review

True Wealth Design sold out of Artisan Partners (APAM) in Q1 2026, closing a stake of 10 shares — an estimated $408 sold.

True Wealth Design first reported a position in APAM in Q1 2025 and held it in 4 quarters. The position peaked at $704 in Q1 2025. 384 funds tracked by Wall St. Rank hold APAM as of Q1 2026.

  • True Wealth Design reported no remaining Artisan Partners position as of Q1 2026 after selling out during the quarter.
  • True Wealth Design sold 10 Artisan Partners shares in Q1 2026, an estimated $408.
  • True Wealth Design first reported a position in Artisan Partners in Q1 2025 and held it in 4 quarters.
  • True Wealth Design's Artisan Partners position peaked at $704 in Q1 2025.
  • 384 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.