AS
AMG icon

Altshuler Shaham’s Affiliated Managers Group AMG Stock Holding History

Altshuler Shaham’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
Q2 		– Sell
-103
Closed -$17.3K – 319
2025
Q1 		$17.3K Sell
103
-36
-26% -$6.28K ﹤0.01% 181
2024
Q4 		$25.7K Sell
139
-9
-6% -$1.68K ﹤0.01% 168
2024
Q3 		$26.3K Sell
148
-29
-16% -$4.93K ﹤0.01% 120
2024
Q2 		$27.7K Buy
+177
New +$28.2K ﹤0.01% 135
2023
Q4 		– Sell
-367
Closed -$47.8K – 256
2023
Q3 		$47.8K Sell
367
-234
-39% -$32.7K ﹤0.01% 156
2023
Q2 		$90.1K Buy
+601
New +$86K ﹤0.01% 144
2022
Q4 		– Sell
-952
Closed -$108K – 461
2022
Q3 		$108K Sell
952
-110
-10% -$13.8K ﹤0.01% 158
2022
Q2 		$124K Buy
+1,062
New +$137K ﹤0.01% 165
2020
Q2 		– Sell
-4
Closed – – 345
2020
Q1 		$0 Hold
4
– – ﹤0.01% 446
2019
Q4 		$0 Buy
+4
New +$328 ﹤0.01% 496

Other funds holding AMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Altshuler Shaham's AMG Position: Q2 2025 in Review

Altshuler Shaham sold out of Affiliated Managers Group (AMG) in Q2 2025, closing a stake of 103 shares — an estimated $17.3K sold.

Altshuler Shaham first reported a position in AMG in Q4 2019 and held it in 10 quarters. The position peaked at $124K in Q2 2022. 433 funds tracked by Wall St. Rank hold AMG as of Q2 2025.

  • Altshuler Shaham reported no remaining Affiliated Managers Group position as of Q2 2025 after selling out during the quarter.
  • Altshuler Shaham sold 103 Affiliated Managers Group shares in Q2 2025, an estimated $17.3K.
  • Altshuler Shaham first reported a position in Affiliated Managers Group in Q4 2019 and held it in 10 quarters.
  • Altshuler Shaham's Affiliated Managers Group position peaked at $124K in Q2 2022.
  • 433 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2025.

Based on Altshuler Shaham's 13F filing for Q2 2025, filed 14 Aug 2025.