Artisan Mid Cap Fund Q3 2026 Portfolio Update

Impact · against what's priced in

The Artisan Mid Cap Fund's portfolio shifts are largely non-catalytic for the affected names, as the initiation of positions in MANH and OKTA aligns with growth trajectories the market already assumes. The exits from MPWR, FTAI, and IONS provide minor downward pressure by removing a layer of institutional support.

MANH+0.00: Already priced in
The price assumes: revenue growth acceleration... to a 12% compound annual rate

Artisan Mid Cap Fund Q3 2026 Portfolio Update

What matters in this story

Market Winners Stall As Oil Prices Revive Inflation Fears

Artisan Mid Cap Fund Q3 2026 Portfolio Update

What matters in this story

Market Winners Stall As Oil Prices Revive Inflation Fears

How each ticker is affected

Track these names every morning.

3 Dividend ETFs With Over $10 Billion Each Pay Up to 3.31% and Beat the S&P 500 Over the Past Year

Vanguard Morningstar Growth ETF vs. Vanguard Information Technology ETF: Here's Which One I Believe Is the Clear Long-Term Winner.

XLRE vs VNQI: Domestic Large-Cap Stability or International 5% Yield

SPHD Holders Left $105,300 on the Table on a $300,000 Position While Chasing Dividends

Artisan Mid Cap Fund Q3 2026 Portfolio Update

What matters in this story

Next reads from the same story arc

Market Winners Stall As Oil Prices Revive Inflation Fears

Artisan Mid Cap Fund Q3 2026 Portfolio Update

What matters in this story

Next reads from the same story arc

Market Winners Stall As Oil Prices Revive Inflation Fears

How each ticker is affected

Track these names every morning.

3 Dividend ETFs With Over $10 Billion Each Pay Up to 3.31% and Beat the S&P 500 Over the Past Year

Vanguard Morningstar Growth ETF vs. Vanguard Information Technology ETF: Here's Which One I Believe Is the Clear Long-Term Winner.

XLRE vs VNQI: Domestic Large-Cap Stability or International 5% Yield

SPHD Holders Left $105,300 on the Table on a $300,000 Position While Chasing Dividends