Vestmark Advisory Solutions’s Artisan Partners APAM Stock Holding History

Vestmark Advisory Solutions’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	$1.26M	Sell	36,573 -15	-0%	-$552	0.01%	893
2026 Q1	$1.33M	Sell	36,588 -4,140	-10%	-$169K	0.01%	780
2025 Q4	$1.66M	Sell	40,728 -3,003	-7%	-$128K	0.02%	635
2025 Q3	$1.9M	Buy	43,731 +164	+0.4%	+$7.56K	0.04%	420
2025 Q2	$1.93M	Sell	43,567 -50,485	-54%	-$2.02M	0.03%	383
2025 Q1	$3.68M	Buy	94,052 +45,178	+92%	+$1.91M	0.09%	248
2024 Q4	$2.1M	Sell	48,874 -123	-0.3%	-$5.62K	0.07%	251
2024 Q3	$2.12M	Sell	48,997 -404	-0.8%	-$16.7K	0.08%	238
2024 Q2	$2.04M	Buy	49,401 +576	+1%	+$24.9K	0.09%	237
2024 Q1	$2.23M	Sell	48,825 -203	-0.4%	-$8.72K	0.1%	233
2023 Q4	$2.17M	Sell	49,028 -3,423	-7%	-$129K	0.11%	216
2023 Q3	$1.96M	Sell	52,451 -374	-0.7%	-$14.5K	0.14%	179
2023 Q2	$2.08M	Sell	52,825 -236	-0.4%	-$8.15K	0.08%	310
2023 Q1	$1.7M	Sell	53,061 -1,511	-3%	-$50.7K	0.07%	325
2022 Q4	$1.62M	Sell	54,572 -792	-1%	-$24.3K	0.08%	316
2022 Q3	$1.49M	Buy	55,364 +21,941	+66%	+$771K	0.08%	305
2022 Q2	$1.19M	Buy	33,423 +5,850	+21%	+$213K	0.07%	329
2022 Q1	$1.08M	Buy	27,573 +1,120	+4%	+$45.5K	0.06%	335
2021 Q4	$1.26M	Buy	26,453 +478	+2%	+$22.9K	0.07%	317
2021 Q3	$1.27M	Buy	25,975 +562	+2%	+$28.4K	0.09%	295
2021 Q2	$1.29M	Buy	25,413 +2,628	+12%	+$138K	0.09%	276
2021 Q1	$1.19M	Buy	+22,785	New	+$1.16M	0.11%	253

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

Vestmark Advisory Solutions's APAM Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its Artisan Partners (APAM) stake by 0.04% in Q2 2026, selling an estimated $552 and leaving 36,573 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #893.

Vestmark Advisory Solutions first reported a position in APAM in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.68M in Q1 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Vestmark Advisory Solutions held 36,573 shares of Artisan Partners worth $1.26M as of Q2 2026.
Vestmark Advisory Solutions sold 15 Artisan Partners shares in Q2 2026, an estimated $552.
Artisan Partners made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #893 holding.
Vestmark Advisory Solutions first reported a position in Artisan Partners in Q1 2021 and has held it in 22 quarters since.
Vestmark Advisory Solutions's Artisan Partners position peaked at $3.68M in Q1 2025.
381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.