APAM Artisan Partners Asset Management Inc

Ownership history in Operose Advisors LLC  ·  17 quarters on record

AI Ownership Summary

Operose Advisors LLC reported Artisan Partners Asset Management Inc (APAM) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.98% in 2023 Q4. The latest visible filing shows APAM at 0.41% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this APAM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Operose Advisors LLC's position in Artisan Partners Asset Management Inc, 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
2025 Q4

APAM was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.98% in 2023 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 Operose Advisors LLC held APAM — position size vs. price
% of Fund (quarterly)    APAM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 42,878 0% 0.41% $1.7M 2026-02-14 (Est.) $42.59
2025 Q3 UNCHANGED 42,878 0% 0.46% $1.9M 2025-11-12 $41.86
2025 Q2 REDUCED 42,878 -15,000 -25.9% 0.54% $1.9M 2025-08-14 $44.44
2025 Q1 ADDED 57,878 +590 +1.0% 0.75% $2.3M 2025-05-12 $39.11
2024 Q4 ADDED 57,288 +486 +0.9% 0.84% $2.5M 2025-02-13 $39.35
2024 Q3 ADDED 56,802 +483 +0.9% 0.80% $2.5M 2024-11-13 $41.14
2024 Q2 ADDED 56,319 +389 +0.7% 0.82% $2.3M 2024-08-08 $33.18
2024 Q1 ADDED 55,930 +681 +1.2% 0.86% $2.6M 2024-05-13 $37.98
2023 Q4 ADDED 55,249 +466 +0.9% 0.98% $2.4M 2024-02-12 $35.80
2023 Q3 ADDED 54,783 +418 +0.8% 0.81% $2.0M 2023-11-13 $29.49
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Operose Advisors LLC and APAM

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

How long has Operose Advisors LLC reported owning APAM?

Operose Advisors LLC reported APAM across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported APAM position in Operose Advisors LLC's portfolio?

The largest reported portfolio weight for APAM was 0.98% in 2023 Q4.

What is the latest reported APAM position on this page?

The most recent filing on this page is 2025 Q4, when Operose Advisors LLC reported 42,878 shares, equal to 0.41% of portfolio, with an estimated market value of $1.7M.

What does the chart on this APAM ownership page compare?

The chart compares Operose Advisors LLC'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.

← Back to Operose Advisors LLC Holdings