Y-Intercept (HK)’s Artisan Partners APAM Stock Holding History

Y-Intercept (HK)’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	$925K	Buy	+26,774	New	+$985K	0.02%	1082
2025 Q4	–	Sell	-6,222	Closed	-$270K	–	1514
2025 Q3	$270K	Buy	+6,222	New	+$287K	0.01%	1410
2025 Q1	–	Sell	-14,265	Closed	-$614K	–	1174
2024 Q4	$614K	Buy	+14,265	New	+$652K	0.04%	629
2023 Q1	–	Sell	-25,053	Closed	-$744K	–	1161
2022 Q4	$744K	Buy	25,053 +1,678	+7%	+$51.6K	0.11%	294
2022 Q3	$629K	Buy	+23,375	New	+$822K	0.06%	442

Other funds holding APAM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

RBC

Romano Brothers & Co Evanston, Illinois $994M AUM 41.36% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Y-Intercept (HK)'s APAM Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Artisan Partners (APAM) in Q2 2026: 26,774 shares worth $925K. The stake represents 0.02% of the portfolio and ranks #1082 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in APAM as recently as Q3 2025.

Y-Intercept (HK) first reported a position in APAM in Q3 2022 and has held it in 5 quarters since. 73 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Y-Intercept (HK) held 26,774 shares of Artisan Partners worth $925K as of Q2 2026.
Artisan Partners was a new Y-Intercept (HK) position in Q2 2026.
Artisan Partners made up 0.02% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1082 holding.
Y-Intercept (HK) first reported a position in Artisan Partners in Q3 2022 and has held it in 5 quarters since.
73 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.