WG
APAM icon

Winton Group’s Artisan Partners APAM Stock Holding History

Winton Group’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
Q1 		$1.21M Buy
33,164
+3,371
+11% +$138K 0.04% 486
2025
Q4 		$1.21M Buy
29,793
+269
+0.9% +$11.5K 0.04% 414
2025
Q3 		$1.28M Buy
29,524
+7,514
+34% +$346K 0.05% 354
2025
Q2 		$976K Sell
22,010
-5,034
-19% -$201K 0.05% 439
2025
Q1 		$1.06M Buy
27,044
+2,435
+10% +$103K 0.06% 370
2024
Q4 		$1.06M Buy
24,609
+50
+0.2% +$2.28K 0.07% 309
2024
Q3 		$1.06M Buy
24,559
+1,207
+5% +$49.8K 0.07% 274
2024
Q2 		$964K Buy
23,352
+2,227
+11% +$96.1K 0.07% 260
2024
Q1 		$967K Buy
21,125
+12,106
+134% +$520K 0.07% 281
2023
Q4 		$398K Buy
9,019
+2,775
+44% +$105K 0.03% 432
2023
Q3 		$234K Sell
6,244
-201
-3% -$7.79K 0.02% 618
2023
Q2 		$253K Buy
+6,445
New +$223K 0.02% 584
2021
Q1 		– Sell
-8,032
Closed -$404K – 1369
2020
Q4 		$404K Sell
8,032
-9,882
-55% -$449K 0.03% 894
2020
Q3 		$698K Buy
+17,914
New +$657K 0.02% 969
2020
Q1 		– Sell
-7,613
Closed -$246K – 1394
2019
Q4 		$246K Buy
+7,613
New +$220K ﹤0.01% 1409
2019
Q3 		– Sell
-12,333
Closed -$339K – 1517
2019
Q2 		$339K Buy
+12,333
New +$328K 0.01% 840

Other funds holding APAM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return