Bogart Wealth LLC’s Affiliated Managers Group AMG Stock Holding History

Bogart Wealth LLC’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	$1.35K	Sell	4 -4	-50%	-$1.24K	﹤0.01%	1546
2026 Q1	$2.21K	Buy	8 +4	+100%	+$1.21K	﹤0.01%	1250
2025 Q4	$1.15K	Hold	4	–	–	﹤0.01%	1285
2025 Q3	$954	Hold	4	–	–	﹤0.01%	1298
2025 Q2	$787	Hold	4	–	–	﹤0.01%	1254
2025 Q1	$672	Hold	4	–	–	﹤0.01%	1226
2024 Q4	$740	Hold	4	–	–	﹤0.01%	1237
2024 Q3	$711	Hold	4	–	–	﹤0.01%	1046
2024 Q2	$625	Hold	4	–	–	﹤0.01%	1038
2024 Q1	$670	Hold	4	–	–	﹤0.01%	995
2023 Q4	$606	Hold	4	–	–	﹤0.01%	993
2023 Q3	$521	Hold	4	–	–	﹤0.01%	1007
2023 Q2	$600	Hold	4	–	–	﹤0.01%	978
2023 Q1	$570	Buy	+4	New	+$632	﹤0.01%	1029

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's AMG Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Affiliated Managers Group (AMG) stake by 50% in Q2 2026, selling an estimated $1.24K and leaving 4 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

Bogart Wealth LLC first reported a position in AMG in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.21K in Q1 2026. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Bogart Wealth LLC held 4 shares of Affiliated Managers Group worth $1.35K as of Q2 2026.
Bogart Wealth LLC sold 4 Affiliated Managers Group shares in Q2 2026, an estimated $1.24K.
Affiliated Managers Group made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1546 holding.
Bogart Wealth LLC first reported a position in Affiliated Managers Group in Q1 2023 and has held it in 14 quarters since.
Bogart Wealth LLC's Affiliated Managers Group position peaked at $2.21K in Q1 2026.
566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.