APAM — ARTISAN PARTNERS

Ownership history in Integrated Wealth Concepts LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in ARTISAN PARTNERS (APAM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 6,596 +2,005 +43.7% 0.00% $286K $40.99
2025 Q2 INITIATED 4,591 — — 0.00% $204K $41.23
% of Fund (quarterly)    APAM price (monthly, adj. close)

Other funds also holding APAM

As of 2025 Q4 — sorted by position size

Channing Capital Management, LLC 3Y 7Y 2.06% PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 3Y 7Y 1.04% VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 3Y 7Y 0.92% MOODY ALDRICH PARTNERS LLC 3Y 7Y 0.86% Twelve Points Wealth Management LLC 3Y 0.74% Phocas Financial Corp. 3Y 7Y 0.63% KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3Y 7Y 0.62% SPROTT INC. 3Y 7Y 0.5% Jackson Creek Investment Advisors LLC 3Y 0.43% ROYCE & ASSOCIATES LP 3Y 7Y 0.43%
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