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BOLTON SECURITIES CORPORATION’s Artisan Partners APAM Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$3.61K Hold
100
– – ﹤0.01% 2026
2026
Q2 		$3.45K Hold
100
– – ﹤0.01% 2010
2026
Q1 		$3.64K Hold
100
– – ﹤0.01% 1812
2025
Q4 		$4.07K Hold
100
– – ﹤0.01% 1781
2025
Q3 		$4.34K Hold
100
– – ﹤0.01% 1728
2025
Q2 		$4.43K Sell
100
-9
-8% -$360 ﹤0.01% 1671
2025
Q1 		$4.26K Buy
+109
New +$4.62K ﹤0.01% 1613

Other funds holding APAM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's APAM Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Artisan Partners (APAM) position steady in Q3 2026 at 100 shares worth $3.61K. The position accounts for ﹤0.01% of the portfolio, ranked #2026.

BOLTON SECURITIES CORPORATION first reported a position in APAM in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.43K in Q2 2025. 303 funds tracked by Wall St. Rank hold APAM as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 100 shares of Artisan Partners worth $3.61K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Artisan Partners share count unchanged in Q3 2026.
  • Artisan Partners made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #2026 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Artisan Partners in Q1 2025 and has held it in 7 quarters since.
  • BOLTON SECURITIES CORPORATION's Artisan Partners position peaked at $4.43K in Q2 2025.
  • 303 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.