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Twin Peaks Wealth Advisors’s Artisan Partners APAM Stock Holding History

Twin Peaks Wealth Advisors’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 		$9.64K Buy
+265
New +$10.8K ﹤0.01% 1086
2025
Q3 		– Sell
-347
Closed -$16.5K – 274
2025
Q2 		$16.5K Buy
+347
New +$13.9K 0.01% 670

Other funds holding APAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Twin Peaks Wealth Advisors's APAM Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Artisan Partners (APAM) in Q1 2026: 265 shares worth $9.64K. The stake represents ﹤0.01% of the portfolio and ranks #1086 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in APAM as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in APAM in Q2 2025 and has held it in 2 quarters since. The position peaked at $16.5K in Q2 2025. 383 funds tracked by Wall St. Rank hold APAM as of Q1 2026.

  • Twin Peaks Wealth Advisors held 265 shares of Artisan Partners worth $9.64K as of Q1 2026.
  • Artisan Partners was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Artisan Partners made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1086 holding.
  • Twin Peaks Wealth Advisors first reported a position in Artisan Partners in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Artisan Partners position peaked at $16.5K in Q2 2025.
  • 383 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.