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Wealthspire Advisors (New York)’s Artisan Partners APAM Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-310
Closed -$13.5K – 1131
2025
Q3 		$13.5K Buy
+310
New +$14.3K ﹤0.01% 1878

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Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
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VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wealthspire Advisors (New York)'s APAM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Artisan Partners (APAM) in Q4 2025, closing a stake of 310 shares — an estimated $13.5K sold.

Wealthspire Advisors (New York) first reported a position in APAM in Q3 2025 and held it in 1 quarter. The position peaked at $13.5K in Q3 2025. 380 funds tracked by Wall St. Rank hold APAM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Artisan Partners position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 310 Artisan Partners shares in Q4 2025, an estimated $13.5K.
  • Wealthspire Advisors (New York) first reported a position in Artisan Partners in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Artisan Partners position peaked at $13.5K in Q3 2025.
  • 380 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.