Cerity Partners
AMG icon

Cerity Partners’s Affiliated Managers Group AMG Stock Holding History

Cerity 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
Q1 		$890K Sell
3,217
-561
-15% -$169K ﹤0.01% 1926
2025
Q4 		$1.09M Buy
3,778
+984
+35% +$254K ﹤0.01% 1672
2025
Q3 		$666K Sell
2,794
-2,941
-51% -$648K ﹤0.01% 1804
2025
Q2 		$1.13M Buy
5,735
+90
+2% +$15.6K ﹤0.01% 1464
2025
Q1 		$949K Sell
5,645
-3,662
-39% -$638K ﹤0.01% 1446
2024
Q4 		$1.68M Sell
9,307
-926
-9% -$173K ﹤0.01% 1180
2024
Q3 		$1.82M Buy
10,233
+2,767
+37% +$470K ﹤0.01% 1133
2024
Q2 		$1.17M Sell
7,466
-4,763
-39% -$758K ﹤0.01% 1157
2024
Q1 		$2.05M Buy
12,229
+4,573
+60% +$711K 0.01% 955
2023
Q4 		$1.16M Buy
7,656
+5,490
+253% +$738K ﹤0.01% 934
2023
Q3 		$282K Sell
2,166
-5,760
-73% -$806K ﹤0.01% 1168
2023
Q2 		$1.19M Buy
7,926
+1,207
+18% +$173K ﹤0.01% 875
2023
Q1 		$953K Buy
6,719
+839
+14% +$133K ﹤0.01% 998
2022
Q4 		$932K Sell
5,880
-1,299
-18% -$184K 0.01% 715
2022
Q3 		$803K Sell
7,179
-74
-1% -$9.29K 0.01% 566
2022
Q2 		$846K Buy
7,253
+1,002
+16% +$129K 0.01% 594
2022
Q1 		$881K Buy
6,251
+3,686
+144% +$530K 0.01% 470
2021
Q4 		$421K Buy
+2,565
New +$430K 0.01% 644
2019
Q4 		– Sell
-4,219
Closed -$352K – 536
2019
Q3 		$352K Sell
4,219
-2,317
-35% -$194K 0.02% 369
2019
Q2 		$602K Buy
6,536
+1,356
+26% +$133K 0.04% 296
2019
Q1 		$555K Buy
5,180
+2,126
+70% +$226K 0.04% 311
2018
Q4 		$298K Sell
3,054
-2,182
-42% -$246K 0.02% 407
2018
Q3 		$716K Buy
5,236
+148
+3% +$21.9K 0.05% 287
2018
Q2 		$756K Sell
5,088
-598
-11% -$98.6K 0.06% 269
2018
Q1 		$1.08M Sell
5,686
-260
-4% -$50.6K 0.08% 223
2017
Q4 		$1.22M Hold
5,946
– – 0.08% 214
2017
Q3 		$1.13M Sell
5,946
-16,873
-74% -$3M 0.08% 214
2017
Q2 		$254K Buy
22,819
+16,654
+270% +$2.66M 0.02% 308
2017
Q1 		$1.01M Buy
+6,165
New +$976K 0.08% 186

Other funds holding AMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cerity Partners's AMG Position: Q1 2026 in Review

Cerity Partners reduced its Affiliated Managers Group (AMG) stake by 15% in Q1 2026, selling an estimated $169K and leaving 3,217 shares worth $890K. The position accounts for ﹤0.01% of the portfolio, ranked #1926.

Cerity Partners first reported a position in AMG in Q1 2017 and has held it in 29 quarters since. The position peaked at $2.05M in Q1 2024. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Cerity Partners held 3,217 shares of Affiliated Managers Group worth $890K as of Q1 2026.
  • Cerity Partners sold 561 Affiliated Managers Group shares in Q1 2026, an estimated $169K.
  • Affiliated Managers Group made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1926 holding.
  • Cerity Partners first reported a position in Affiliated Managers Group in Q1 2017 and has held it in 29 quarters since.
  • Cerity Partners's Affiliated Managers Group position peaked at $2.05M in Q1 2024.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.