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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
Q2 		– Sell
-265
Closed -$9.64K – 342
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 $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

Twin Peaks Wealth Advisors's APAM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Artisan Partners (APAM) in Q2 2026, closing a stake of 265 shares — an estimated $9.64K sold.

Twin Peaks Wealth Advisors first reported a position in APAM in Q2 2025 and held it in 2 quarters. The position peaked at $16.5K in Q2 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Artisan Partners position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 265 Artisan Partners shares in Q2 2026, an estimated $9.64K.
  • Twin Peaks Wealth Advisors first reported a position in Artisan Partners in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Artisan Partners position peaked at $16.5K in Q2 2025.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.