Back to APAM
Carolina Wealth Advisors, LLC → APAM
Carolina Wealth Advisors, LLC APAM Position History
Artisan Partners Asset Management Inc. • Financial Services
Quarters held
4
Latest value
$2.1M
Q3 2026
Peak value
$2.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $52K |
| Q1 2026 | $2.1M |
| Q2 2026 | $2M |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 57.6K | — | — |
| Q2 2026 | $2M | 56.6K | — | — |
| Q1 2026 | $2.1M | 57.2K | — | — |
| Q4 2025 | $52K | 1.3K | — | — |
Other funds holding APAM
$320.2M
$103.4M
$101.8M
$101.8M
$85.9M
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LEO
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