Back to APAM
Curated Wealth Partners LLC → APAM
Curated Wealth Partners LLC APAM Position History
Artisan Partners Asset Management Inc. • Financial Services
Quarters held
8
Latest value
$176K
Q3 2026
Peak value
$301K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $94K |
| Q4 2025 | $301K |
| Q1 2026 | $135K |
| Q1 2026 | $217K |
| Q2 2026 | $128K |
| Q2 2026 | $190K |
| Q3 2026 | $121K |
| Q3 2026 | $176K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $176K | 4.9K | — | — |
| Q3 2026 | $121K | 3.3K | — | — |
| Q2 2026 | $190K | 5.5K | — | — |
| Q2 2026 | $128K | 3.7K | — | — |
| Q1 2026 | $217K | 6.0K | — | — |
| Q1 2026 | $135K | 3.7K | — | — |
| Q4 2025 | $301K | 7.4K | — | — |
| Q4 2025 | $94K | 2.3K | — | — |
Other funds holding APAM
$320.2M
$103.4M
$101.8M
$101.8M
$85.9M