Measured Wealth Private Client Group, LLC
Position in APAM — Artisan Partners Asset Management Inc.
CIK 1720235
PORTSMOUTH, NH
Position in APAM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$23,653
-$38,937 QoQ
Shares Held
685
-60.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#305
of 378 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Measured Wealth Private Client Group, LLC holds $1,972,279 across 21 Asset Management names. APAM ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FHI |
Federated Hermes, Inc.
|
14,664 | $809,746 | |
| 2 | STT |
State Street Corp
|
1,832 | $310,707 | |
| 3 | BLK |
BlackRock, Inc.
|
286 | $275,006 | |
| 4 | NTRS |
Northern Trust Corp
|
1,516 | $263,541 | |
| 5 | CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
|
3,022 | $79,025 | |
| 6 | APO |
Apollo Global Management, Inc.
|
550 | $65,070 | |
| 7 | BX |
Blackstone Inc.
|
399 | $46,950 | |
| 8 | APAM |
Artisan Partners Asset Management Inc.
This page
|
685 | $23,653 |
All Filings in APAM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,653 | 685 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $62,590 | 1,720 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $71,783 | 1,762 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $231,669 | 5,338 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $286,504 | 6,463 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $548,221 | 14,021 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $491,975 | 11,428 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $332,177 | 7,668 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $607,948 | 14,731 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,115,231 | 24,366 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,011,103 | 22,886 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $812,687 | 21,718 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $744,767 | 18,946 | Shares | Sole | 2023-07-20 | |
| 2021-12-31 | $261,305 | 5,485 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $344,250 | 7,037 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,646,720 | 32,403 | Shares | Sole | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||