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World Investment Advisors’s Artisan Partners APAM Stock Holding History

World Investment Advisors’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 		$237K Sell
6,545
-74
-1% -$2.72K ﹤0.01% 1379
2026
Q1 		$241K Sell
6,619
-632
-9% -$25.8K ﹤0.01% 1386
2025
Q4 		$295K Sell
7,251
-230
-3% -$9.81K ﹤0.01% 1195
2025
Q3 		$325K Buy
7,481
+112
+2% +$5.16K 0.01% 953
2025
Q2 		$327K Buy
+7,369
New +$294K 0.01% 885
2025
Q1 		– Sell
-6,078
Closed -$262K – 1054
2024
Q4 		$262K Buy
6,078
+1,118
+23% +$51.1K 0.01% 871
2024
Q3 		$215K Buy
4,960
+15
+0.3% +$619 0.01% 845
2024
Q2 		$204K Hold
4,945
– – 0.01% 596
2024
Q1 		$226K Buy
+4,945
New +$212K 0.03% 359

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

World Investment Advisors's APAM Position: Q2 2026 in Review

World Investment Advisors reduced its Artisan Partners (APAM) stake by 1.1% in Q2 2026, selling an estimated $2.72K and leaving 6,545 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

World Investment Advisors first reported a position in APAM in Q1 2024 and has held it in 9 quarters since. The position peaked at $327K in Q2 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • World Investment Advisors held 6,545 shares of Artisan Partners worth $237K as of Q2 2026.
  • World Investment Advisors sold 74 Artisan Partners shares in Q2 2026, an estimated $2.72K.
  • Artisan Partners made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1379 holding.
  • World Investment Advisors first reported a position in Artisan Partners in Q1 2024 and has held it in 9 quarters since.
  • World Investment Advisors's Artisan Partners position peaked at $327K in Q2 2025.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.