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Creative Planning APAM Position History
Artisan Partners Asset Management Inc. • Financial Services
Quarters held
8
Latest value
$5.8M
Q3 2026
Peak value
$9.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.6M |
| Q3 2025 | $26K |
| Q4 2025 | $1.6M |
| Q1 2026 | $4.3M |
| Q2 2026 | $89K |
| Q2 2026 | $9.3M |
| Q3 2026 | $38K |
| Q3 2026 | $5.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.8M | 159.9K | — | — |
| Q3 2026 | $38K | 1.1K | — | — |
| Q2 2026 | $9.3M | 268.4K | — | — |
| Q2 2026 | $89K | 2.6K | — | — |
| Q1 2026 | $4.3M | 118.5K | — | — |
| Q4 2025 | $1.6M | 40.3K | — | — |
| Q3 2025 | $26K | 607 | — | — |
| Q3 2025 | $1.6M | 37.1K | — | — |
Other funds holding APAM
$320.2M
$103.4M
$101.8M
$101.8M
$85.9M