Autumn Glory Partners’s Affiliated Managers Group AMG Stock Holding History

Autumn Glory Partners’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	$271K	Sell	802 -125	-13%	-$38.8K	0.08%	180
2026 Q1	$257K	Buy	927 +2	+0.2%	+$603	0.09%	177
2025 Q4	$267K	Hold	925	–	–	0.09%	174
2025 Q3	$221K	Buy	+925	New	+$204K	0.09%	179
2023 Q2	–	Sell	-1,850	Closed	-$263K	–	139
2023 Q1	$263K	Buy	+1,850	New	+$292K	0.23%	102
2022 Q1	–	Sell	-1,855	Closed	-$305K	–	150
2021 Q4	$305K	Buy	+1,855	New	+$311K	0.13%	160

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

Autumn Glory Partners's AMG Position: Q2 2026 in Review

Autumn Glory Partners reduced its Affiliated Managers Group (AMG) stake by 13% in Q2 2026, selling an estimated $38.8K and leaving 802 shares worth $271K. The position accounts for 0.08% of the portfolio, ranked #180.

Autumn Glory Partners first reported a position in AMG in Q4 2021 and has held it in 6 quarters since. The position peaked at $305K in Q4 2021. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Autumn Glory Partners held 802 shares of Affiliated Managers Group worth $271K as of Q2 2026.
Autumn Glory Partners sold 125 Affiliated Managers Group shares in Q2 2026, an estimated $38.8K.
Affiliated Managers Group made up 0.08% of Autumn Glory Partners's portfolio in Q2 2026, its #180 holding.
Autumn Glory Partners first reported a position in Affiliated Managers Group in Q4 2021 and has held it in 6 quarters since.
Autumn Glory Partners's Affiliated Managers Group position peaked at $305K in Q4 2021.
566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.