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AdvisorShares Investments’s Affiliated Managers Group AMG Stock Holding History

AdvisorShares Investments’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
2025
Q4 		– Sell
-2,365
Closed -$564K – 292
2025
Q3 		$564K Sell
2,365
-30
-1% -$6.61K 0.09% 115
2025
Q2 		$471K Sell
2,395
-405
-14% -$70.3K 0.09% 124
2025
Q1 		$474K Buy
2,800
+106
+4% +$18.5K 0.09% 117
2024
Q4 		$498K Hold
2,694
– – 0.1% 110
2024
Q3 		$479K Sell
2,694
-178
-6% -$30.2K 0.09% 140
2024
Q2 		$445K Sell
2,872
-128
-4% -$20.4K 0.08% 158
2024
Q1 		$502K Buy
+3,000
New +$466K 0.08% 132
2023
Q3 		– Sell
-2,675
Closed -$401K – 239
2023
Q2 		$401K Sell
2,675
-60
-2% -$8.59K 0.11% 125
2023
Q1 		$390K Sell
2,735
-30
-1% -$4.74K 0.12% 131
2022
Q4 		$438K Buy
+2,765
New +$391K 0.12% 101

Other funds holding AMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

AdvisorShares Investments's AMG Position: Q4 2025 in Review

AdvisorShares Investments sold out of Affiliated Managers Group (AMG) in Q4 2025, closing a stake of 2,365 shares — an estimated $564K sold.

AdvisorShares Investments first reported a position in AMG in Q4 2022 and held it in 10 quarters. The position peaked at $564K in Q3 2025. 511 funds tracked by Wall St. Rank hold AMG as of Q4 2025.

  • AdvisorShares Investments reported no remaining Affiliated Managers Group position as of Q4 2025 after selling out during the quarter.
  • AdvisorShares Investments sold 2,365 Affiliated Managers Group shares in Q4 2025, an estimated $564K.
  • AdvisorShares Investments first reported a position in Affiliated Managers Group in Q4 2022 and held it in 10 quarters.
  • AdvisorShares Investments's Affiliated Managers Group position peaked at $564K in Q3 2025.
  • 511 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2025.

Based on AdvisorShares Investments's 13F filing for Q4 2025, filed 10 Feb 2026.