Valley National Advisers’s Artisan Partners APAM Stock Holding History

Valley National Advisers’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	$6.91K	Hold	200	–	–	﹤0.01%	673
2026 Q1	$7K	Hold	200	–	–	﹤0.01%	647
2025 Q4	$8K	Hold	200	–	–	﹤0.01%	629
2025 Q3	$8K	Hold	200	–	–	﹤0.01%	599
2025 Q2	$8K	Hold	200	–	–	﹤0.01%	595
2025 Q1	$7K	Hold	200	–	–	﹤0.01%	606
2024 Q4	$8K	Hold	200	–	–	﹤0.01%	567
2024 Q3	$8K	Hold	200	–	–	﹤0.01%	542
2024 Q2	$8K	Hold	200	–	–	﹤0.01%	668
2024 Q1	$9K	Hold	200	–	–	﹤0.01%	655
2023 Q4	$8K	Hold	200	–	–	﹤0.01%	691
2023 Q3	$7K	Hold	200	–	–	﹤0.01%	653
2023 Q2	$8K	Hold	200	–	–	﹤0.01%	631
2023 Q1	$7K	Hold	200	–	–	﹤0.01%	637
2022 Q4	$7K	Hold	200	–	–	﹤0.01%	618
2022 Q3	$5K	Hold	200	–	–	﹤0.01%	669
2022 Q2	$7K	Hold	200	–	–	﹤0.01%	614
2022 Q1	$8K	Hold	200	–	–	﹤0.01%	626
2021 Q4	$10K	Buy	+200	New	+$9.6K	﹤0.01%	596

Other funds holding APAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Valley National Advisers's APAM Position: Q2 2026 in Review

Valley National Advisers held its Artisan Partners (APAM) position steady in Q2 2026 at 200 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Valley National Advisers first reported a position in APAM in Q4 2021 and has held it in 19 quarters since. The position peaked at $10K in Q4 2021. 380 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Valley National Advisers held 200 shares of Artisan Partners worth $6.91K as of Q2 2026.
Valley National Advisers left its Artisan Partners share count unchanged in Q2 2026.
Artisan Partners made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #673 holding.
Valley National Advisers first reported a position in Artisan Partners in Q4 2021 and has held it in 19 quarters since.
Valley National Advisers's Artisan Partners position peaked at $10K in Q4 2021.
380 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.