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AlphaQuest’s Affiliated Managers Group AMG Stock Holding History

AlphaQuest’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
Q1 		– Sell
-8,258
Closed -$2.38M – 108
2025
Q4 		$2.38M Buy
8,258
+7,615
+1,184% +$1.97M 0.13% 156
2025
Q3 		$153K Buy
+643
New +$142K 0.01% 1537
2025
Q2 		– Sell
-1,079
Closed -$181K – 2032
2025
Q1 		$181K Sell
1,079
-394
-27% -$68.7K 0.02% 1042
2024
Q4 		$272K Sell
1,473
-10,795
-88% -$2.01M 0.04% 746
2024
Q3 		$2.18M Buy
12,268
+6,424
+110% +$1.09M 0.19% 115
2024
Q2 		$913K Buy
5,844
+484
+9% +$77.1K 0.12% 268
2024
Q1 		$898K Buy
5,360
+1,555
+41% +$242K 0.16% 216
2023
Q4 		$576K Buy
+3,805
New +$511K 0.12% 297

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
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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AlphaQuest's AMG Position: Q1 2026 in Review

AlphaQuest sold out of Affiliated Managers Group (AMG) in Q1 2026, closing a stake of 8,258 shares — an estimated $2.38M sold.

AlphaQuest first reported a position in AMG in Q4 2023 and held it in 8 quarters. The position peaked at $2.38M in Q4 2025. 547 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • AlphaQuest reported no remaining Affiliated Managers Group position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 8,258 Affiliated Managers Group shares in Q1 2026, an estimated $2.38M.
  • AlphaQuest first reported a position in Affiliated Managers Group in Q4 2023 and held it in 8 quarters.
  • AlphaQuest's Affiliated Managers Group position peaked at $2.38M in Q4 2025.
  • 547 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.