Amplius Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History

Amplius Wealth 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	$7.37M	Buy	21,766 +2,150	+11%	+$667K	0.54%	31
2026 Q1	$5.43M	Buy	19,616 +3	+0%	+$904	0.45%	33
2025 Q4	$5.65M	Buy	19,613 +17	+0.1%	+$4.39K	0.47%	31
2025 Q3	$4.67M	Hold	19,596	–	–	0.4%	32
2025 Q2	$3.86M	Buy	19,596 +2,401	+14%	+$417K	0.36%	43
2025 Q1	$2.89M	Sell	17,195 -4	-0%	-$697	0.3%	43
2024 Q4	$3.18M	Buy	17,199 +4	+0%	+$746	0.33%	41
2024 Q3	$3.06M	Hold	17,195	–	–	0.33%	41
2024 Q2	$2.69M	Sell	17,195 -1,730	-9%	-$275K	0.3%	44
2024 Q1	$3.17M	Buy	18,925 +3,689	+24%	+$574K	0.36%	42
2023 Q4	$2.31M	Hold	15,236	–	–	0.28%	50
2023 Q3	$1.99M	Sell	15,236 -2	-0%	-$280	0.27%	51
2023 Q2	$2.28M	Buy	15,238 +13,282	+679%	+$1.9M	0.31%	49
2023 Q1	$279K	Buy	+1,956	New	+$309K	0.04%	132

Other funds holding AMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Amplius Wealth Advisors's AMG Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Affiliated Managers Group (AMG) stake by 11% in Q2 2026, buying an estimated $667K and bringing the position to 21,766 shares worth $7.37M. The position accounts for 0.54% of the portfolio, ranked #31.

Amplius Wealth Advisors first reported a position in AMG in Q1 2023 and has held it in 14 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Amplius Wealth Advisors held 21,766 shares of Affiliated Managers Group worth $7.37M as of Q2 2026.
Amplius Wealth Advisors bought 2,150 Affiliated Managers Group shares in Q2 2026, an estimated $667K.
Affiliated Managers Group made up 0.54% of Amplius Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Amplius Wealth Advisors first reported a position in Affiliated Managers Group in Q1 2023 and has held it in 14 quarters since.
566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.