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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
Q2 		$308K Sell
911
-59
-6% -$18.3K 0.01% 971
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 $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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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

Ashton Thomas Private Wealth's AMG Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its Affiliated Managers Group (AMG) stake by 6.1% in Q2 2026, selling an estimated $18.3K and leaving 911 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #971.

Ashton Thomas Private Wealth first reported a position in AMG in Q2 2024 and has held it in 4 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Ashton Thomas Private Wealth held 911 shares of Affiliated Managers Group worth $308K as of Q2 2026.
  • Ashton Thomas Private Wealth sold 59 Affiliated Managers Group shares in Q2 2026, an estimated $18.3K.
  • Affiliated Managers Group made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #971 holding.
  • Ashton Thomas Private Wealth first reported a position in Affiliated Managers Group in Q2 2024 and has held it in 4 quarters since.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.