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WealthCollab’s Artisan Partners APAM Stock Holding History

WealthCollab’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 		$81.5K Buy
2,360
+288
+14% +$10.6K 0.03% 176
2026
Q1 		$75.4K Buy
2,072
+372
+22% +$15.2K 0.03% 161
2025
Q4 		$69.3K Sell
1,700
-65
-4% -$2.77K 0.03% 181
2025
Q3 		$76.6K Buy
1,765
+65
+4% +$3K 0.04% 147
2025
Q2 		$75.4K Buy
1,700
+247
+17% +$9.87K 0.04% 135
2025
Q1 		$56.8K Sell
1,453
-14
-1% -$593 0.04% 148
2024
Q4 		$63.2K Hold
1,467
– – 0.04% 137
2024
Q3 		$63.6K Sell
1,467
-40
-3% -$1.65K 0.04% 142
2024
Q2 		$62.2K Buy
1,507
+40
+3% +$1.73K 0.04% 138
2024
Q1 		$67.1K Hold
1,467
– – 0.05% 128
2023
Q4 		$64.8K Buy
+1,467
New +$55.4K 0.05% 119

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

WealthCollab's APAM Position: Q2 2026 in Review

WealthCollab increased its Artisan Partners (APAM) stake by 14% in Q2 2026, buying an estimated $10.6K and bringing the position to 2,360 shares worth $81.5K. The position accounts for 0.03% of the portfolio, ranked #176.

WealthCollab first reported a position in APAM in Q4 2023 and has held it in 11 quarters since. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • WealthCollab held 2,360 shares of Artisan Partners worth $81.5K as of Q2 2026.
  • WealthCollab bought 288 Artisan Partners shares in Q2 2026, an estimated $10.6K.
  • Artisan Partners made up 0.03% of WealthCollab's portfolio in Q2 2026, its #176 holding.
  • WealthCollab first reported a position in Artisan Partners in Q4 2023 and has held it in 11 quarters since.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.