ZIM
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Zacks Investment Management’s Artisan Partners APAM Stock Holding History

Zacks Investment Management’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 		– Sell
-55,349
Closed -$2.25M – 715
2025
Q4 		$2.25M Sell
55,349
-5,335
-9% -$228K 0.02% 326
2025
Q3 		$2.63M Buy
60,684
+31,450
+108% +$1.45M 0.02% 298
2025
Q2 		$1.3M Buy
+29,234
New +$1.17M 0.01% 371
2025
Q1 		– Sell
-27,294
Closed -$1.18M – 659
2024
Q4 		$1.18M Buy
+27,294
New +$1.25M 0.01% 397
2024
Q3 		– Sell
-46,441
Closed -$1.92M – 684
2024
Q2 		$1.92M Buy
46,441
+136
+0.3% +$5.87K 0.02% 297
2024
Q1 		$2.12M Buy
46,305
+6,620
+17% +$284K 0.02% 302
2023
Q4 		$1.75M Sell
39,685
-812
-2% -$30.6K 0.02% 305
2023
Q3 		$1.52M Buy
40,497
+186
+0.5% +$7.21K 0.02% 317
2023
Q2 		$1.58M Buy
40,311
+3,618
+10% +$125K 0.02% 312
2023
Q1 		$1.17M Buy
+36,693
New +$1.23M 0.02% 334
2021
Q2 		– Sell
-15,585
Closed -$813K – 574
2021
Q1 		$813K Sell
15,585
-1,300
-8% -$66.3K 0.01% 384
2020
Q4 		$850K Buy
16,885
+5,244
+45% +$238K 0.02% 368
2020
Q3 		$454K Buy
+11,641
New +$427K 0.01% 408
2020
Q2 		– Sell
-46,201
Closed -$993K – 506
2020
Q1 		$993K Buy
+46,201
New +$1.39M 0.02% 297
2019
Q4 		– Sell
-8,695
Closed -$246K – 533
2019
Q3 		$246K Sell
8,695
-45,999
-84% -$1.29M ﹤0.01% 492
2019
Q2 		$1.5M Buy
+54,694
New +$1.46M 0.03% 328
2016
Q3 		– Sell
-9,763
Closed -$270K – 650
2016
Q2 		$270K Buy
+9,763
New +$308K 0.01% 511

Other funds holding APAM

BlackRock
BlackRock New York $5.72T 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 $11.3B AUM 53% 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

Zacks Investment Management's APAM Position: Q1 2026 in Review

Zacks Investment Management sold out of Artisan Partners (APAM) in Q1 2026, closing a stake of 55,349 shares — an estimated $2.25M sold.

Zacks Investment Management first reported a position in APAM in Q2 2016 and held it in 17 quarters. The position peaked at $2.63M in Q3 2025. 383 funds tracked by Wall St. Rank hold APAM as of Q1 2026.

  • Zacks Investment Management reported no remaining Artisan Partners position as of Q1 2026 after selling out during the quarter.
  • Zacks Investment Management sold 55,349 Artisan Partners shares in Q1 2026, an estimated $2.25M.
  • Zacks Investment Management first reported a position in Artisan Partners in Q2 2016 and held it in 17 quarters.
  • Zacks Investment Management's Artisan Partners position peaked at $2.63M in Q3 2025.
  • 383 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.