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James T. Borello RIA’s Artisan Partners APAM Stock Holding History

James T. Borello RIA’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 		– Sell
-2
Closed -$73 – 1215
2026
Q1 		$73 Sell
2
-81
-98% -$3.31K ﹤0.01% 1190
2025
Q4 		$3.38K Sell
83
-26
-24% -$1.11K ﹤0.01% 671
2025
Q3 		$4.73K Buy
+109
New +$5.02K ﹤0.01% 475

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 $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vaughan Nelson Investment Management
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
Channing Capital Management
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

James T. Borello RIA's APAM Position: Q2 2026 in Review

James T. Borello RIA sold out of Artisan Partners (APAM) in Q2 2026, closing a stake of 2 shares — an estimated $73 sold.

James T. Borello RIA first reported a position in APAM in Q3 2025 and held it in 3 quarters. The position peaked at $4.73K in Q3 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • James T. Borello RIA reported no remaining Artisan Partners position as of Q2 2026 after selling out during the quarter.
  • James T. Borello RIA sold 2 Artisan Partners shares in Q2 2026, an estimated $73.
  • James T. Borello RIA first reported a position in Artisan Partners in Q3 2025 and held it in 3 quarters.
  • James T. Borello RIA's Artisan Partners position peaked at $4.73K in Q3 2025.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on James T. Borello RIA's 13F filing for Q2 2026, filed 16 Oct 2026.