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Cassaday & Co Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Cassaday & Co Wealth Management’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 		$1.02K Sell
3
-10
-77% -$3.1K ﹤0.01% 1076
2026
Q1 		$3.6K Buy
+13
New +$3.92K ﹤0.01% 1016

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

Cassaday & Co Wealth Management's AMG Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Affiliated Managers Group (AMG) stake by 77% in Q2 2026, selling an estimated $3.1K and leaving 3 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Cassaday & Co Wealth Management first reported a position in AMG in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.6K in Q1 2026. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Cassaday & Co Wealth Management held 3 shares of Affiliated Managers Group worth $1.02K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 10 Affiliated Managers Group shares in Q2 2026, an estimated $3.1K.
  • Affiliated Managers Group made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1076 holding.
  • Cassaday & Co Wealth Management first reported a position in Affiliated Managers Group in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Affiliated Managers Group position peaked at $3.6K in Q1 2026.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.