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Twelve Points Wealth Management’s Artisan Partners APAM Stock Holding History

Twelve Points Wealth 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
2026
Q2 		$3.77M Buy
109,104
+27,593
+34% +$1.01M 0.75% 27
2026
Q1 		$2.97M Buy
81,511
+6,981
+9% +$285K 0.65% 32
2025
Q4 		$3.3M Sell
74,530
-7,964
-10% -$340K 0.74% 27
2025
Q3 		$3.58M Buy
82,494
+693
+0.8% +$31.9K 0.89% 22
2025
Q2 		$3.63M Buy
81,801
+4,611
+6% +$184K 0.98% 21
2025
Q1 		$3.02M Buy
77,190
+5,478
+8% +$232K 0.82% 24
2024
Q4 		$3.09M Buy
71,712
+2,629
+4% +$120K 0.89% 21
2024
Q3 		$2.99M Buy
69,083
+4,120
+6% +$170K 0.94% 18
2024
Q2 		$2.68M Buy
64,963
+3,324
+5% +$143K 0.94% 18
2024
Q1 		$2.82M Buy
61,639
+2,044
+3% +$87.8K 1.03% 16
2023
Q4 		$2.63M Buy
59,595
+662
+1% +$25K 1.25% 15
2023
Q3 		$2.21M Buy
58,933
+2,174
+4% +$84.3K 1.1% 19
2023
Q2 		$2.23M Buy
56,759
+3,740
+7% +$129K 1.19% 16
2023
Q1 		$1.7M Buy
53,019
+11,983
+29% +$402K 0.97% 24
2022
Q4 		$1.22M Sell
41,036
-8,338
-17% -$256K 0.83% 29
2022
Q3 		$1.33M Buy
49,374
+4,020
+9% +$141K 1.03% 18
2022
Q2 		$1.61M Buy
45,354
+27,110
+149% +$986K 1.24% 13
2022
Q1 		$718K Buy
18,244
+8,247
+82% +$335K 0.54% 65
2021
Q4 		$476K Buy
+9,997
New +$480K 0.39% 91

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Twelve Points Wealth Management's APAM Position: Q2 2026 in Review

Twelve Points Wealth Management increased its Artisan Partners (APAM) stake by 34% in Q2 2026, buying an estimated $1.01M and bringing the position to 109,104 shares worth $3.77M. The position accounts for 0.75% of the portfolio, ranked #27.

Twelve Points Wealth Management first reported a position in APAM in Q4 2021 and has held it in 19 quarters since. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Twelve Points Wealth Management held 109,104 shares of Artisan Partners worth $3.77M as of Q2 2026.
  • Twelve Points Wealth Management bought 27,593 Artisan Partners shares in Q2 2026, an estimated $1.01M.
  • Artisan Partners made up 0.75% of Twelve Points Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Twelve Points Wealth Management first reported a position in Artisan Partners in Q4 2021 and has held it in 19 quarters since.
  • 382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.