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Ashton Thomas Private Wealth’s Affiliated Managers Group AMG Stock Holding History

Ashton Thomas Private Wealth’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 		$268K Buy
970
+201
+26% +$60.6K 0.01% 931
2025
Q4 		$222K Buy
+769
New +$199K 0.01% 928
2024
Q3 		– Sell
-72
Closed -$11.2K – 671
2024
Q2 		$11.2K Buy
+72
New +$11.5K ﹤0.01% 1303

Other funds holding AMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ashton Thomas Private Wealth's AMG Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its Affiliated Managers Group (AMG) stake by 26% in Q1 2026, buying an estimated $60.6K and bringing the position to 970 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #931.

Ashton Thomas Private Wealth first reported a position in AMG in Q2 2024 and has held it in 3 quarters since. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Ashton Thomas Private Wealth held 970 shares of Affiliated Managers Group worth $268K as of Q1 2026.
  • Ashton Thomas Private Wealth bought 201 Affiliated Managers Group shares in Q1 2026, an estimated $60.6K.
  • Affiliated Managers Group made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #931 holding.
  • Ashton Thomas Private Wealth first reported a position in Affiliated Managers Group in Q2 2024 and has held it in 3 quarters since.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.