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Addison Advisors’s Affiliated Managers Group AMG Stock Holding History

Addison Advisors’s Portfolio AMG Stock Details AMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-23
Closed -$6.37K – 718
2026
Q1 		$6.37K Hold
23
– – ﹤0.01% 705
2025
Q4 		$6.63K Buy
23
+8
+53% +$2.07K ﹤0.01% 671
2025
Q3 		$3.58K Hold
15
– – ﹤0.01% 735
2025
Q2 		$2.95K Sell
15
-28
-65% -$4.86K ﹤0.01% 742
2025
Q1 		$7.23K Sell
43
-36
-46% -$6.28K ﹤0.01% 628
2024
Q4 		$14.6K Hold
79
– – ﹤0.01% 544
2024
Q3 		$14K Buy
79
+4
+5% +$679 ﹤0.01% 555
2024
Q2 		$11.7K Buy
+75
New +$11.9K ﹤0.01% 545

Other funds holding AMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Addison Advisors's AMG Position: Q2 2026 in Review

Addison Advisors sold out of Affiliated Managers Group (AMG) in Q2 2026, closing a stake of 23 shares — an estimated $6.37K sold.

Addison Advisors first reported a position in AMG in Q2 2024 and held it in 8 quarters. The position peaked at $14.6K in Q4 2024. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Addison Advisors reported no remaining Affiliated Managers Group position as of Q2 2026 after selling out during the quarter.
  • Addison Advisors sold 23 Affiliated Managers Group shares in Q2 2026, an estimated $6.37K.
  • Addison Advisors first reported a position in Affiliated Managers Group in Q2 2024 and held it in 8 quarters.
  • Addison Advisors's Affiliated Managers Group position peaked at $14.6K in Q4 2024.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.