APAM β€” ARTISAN PARTNERS ASSET MGMT

Ownership history in DiNuzzo Private Wealth, Inc.  Β·  10 quarters on record

AI Ownership Summary

DiNuzzo Private Wealth, Inc. reported ARTISAN PARTNERS ASSET MGMT (APAM) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows APAM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this APAM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DiNuzzo Private Wealth, Inc.'s position in ARTISAN PARTNERS ASSET MGMT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

APAM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DiNuzzo Private Wealth, Inc. held APAM β€” position size vs. price
% of Fund (quarterly)    APAM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 6 β€” 0% 0.00% $219 2026-04-08 $36.80
2025 Q4 REDUCED 6 -1 -14.3% 0.00% $245 2026-01-16 $42.71
2025 Q3 UNCHANGED 7 β€” 0% 0.00% $328 2025-10-14 $41.55
2025 Q2 REDUCED 7 -1 -12.5% 0.00% $311 2025-07-17 $43.50
2025 Q1 ADDED 8 +2 +33.3% 0.00% $313 2025-04-25 $33.93
2024 Q4 REDUCED 6 -1 -14.3% 0.00% $259 2025-01-23 $39.39
2024 Q3 UNCHANGED 7 β€” 0% 0.00% $304 2024-10-17 $40.40
2024 Q2 ADDED 7 +1 +16.7% 0.00% $289 2024-07-30 $37.28
2024 Q1 ADDED 6 +1 +20.0% 0.00% $275 2024-05-06 $36.35
2023 Q4 INITIATED 5 β€” β€” 0.00% $221 2024-02-06 $34.91

FAQ About DiNuzzo Private Wealth, Inc. and APAM

These are the practical questions this page is built to answer before you even open the full history table.

How long has DiNuzzo Private Wealth, Inc. reported owning APAM?

DiNuzzo Private Wealth, Inc. reported APAM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported APAM position in DiNuzzo Private Wealth, Inc.'s portfolio?

The largest reported portfolio weight for APAM was 0.00% in 2025 Q1.

What is the latest reported APAM position on this page?

The most recent filing on this page is 2026 Q1, when DiNuzzo Private Wealth, Inc. reported 6 shares, equal to 0.00% of portfolio, with an estimated market value of $219.

What does the chart on this APAM ownership page compare?

The chart compares DiNuzzo Private Wealth, Inc.'s quarterly APAM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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