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AXQ Capital’s Affiliated Managers Group AMG Stock Holding History

AXQ Capital’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 		– Sell
-1,085
Closed -$300K – 983
2026
Q1 		$300K Sell
1,085
-1,319
-55% -$397K 0.04% 600
2025
Q4 		$693K Buy
+2,404
New +$621K 0.16% 214
2025
Q2 		– Sell
-4,196
Closed -$705K – 561
2025
Q1 		$705K Sell
4,196
-507
-11% -$88.4K 0.28% 116
2024
Q4 		$870K Buy
4,703
+624
+15% +$116K 0.39% 81
2024
Q3 		$725K Sell
4,079
-2,068
-34% -$351K 0.22% 185
2024
Q2 		$960K Buy
6,147
+2,547
+71% +$406K 0.22% 166
2024
Q1 		$603K Sell
3,600
-3,525
-49% -$548K 0.14% 254
2023
Q4 		$1.08M Buy
7,125
+3,301
+86% +$444K 0.29% 104
2023
Q3 		$498K Buy
+3,824
New +$535K 0.18% 213
2023
Q2 		– Sell
-1,552
Closed -$221K – 281
2023
Q1 		$221K Sell
1,552
-505
-25% -$79.8K 0.09% 386
2022
Q4 		$326K Buy
+2,057
New +$291K 0.23% 172

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

AXQ Capital's AMG Position: Q2 2026 in Review

AXQ Capital sold out of Affiliated Managers Group (AMG) in Q2 2026, closing a stake of 1,085 shares — an estimated $300K sold.

AXQ Capital first reported a position in AMG in Q4 2022 and held it in 11 quarters. The position peaked at $1.08M in Q4 2023. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • AXQ Capital reported no remaining Affiliated Managers Group position as of Q2 2026 after selling out during the quarter.
  • AXQ Capital sold 1,085 Affiliated Managers Group shares in Q2 2026, an estimated $300K.
  • AXQ Capital first reported a position in Affiliated Managers Group in Q4 2022 and held it in 11 quarters.
  • AXQ Capital's Affiliated Managers Group position peaked at $1.08M in Q4 2023.
  • 561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on AXQ Capital's 13F filing for Q2 2026, filed 6 Aug 2026.