Cerity Partners’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.92M | Buy |
5,685
+2,468
| +77% | +$765K | ﹤0.01% | 1619 |
|
|
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
AI
Cerity Partners's AMG Position: Q2 2026 in Review
Cerity Partners increased its Affiliated Managers Group (AMG) stake by 77% in Q2 2026, buying an estimated $765K and bringing the position to 5,685 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1619.
Cerity Partners first reported a position in AMG in Q1 2017 and has held it in 30 quarters since. The position peaked at $2.05M in Q1 2024. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.
- Cerity Partners held 5,685 shares of Affiliated Managers Group worth $1.92M as of Q2 2026.
- Cerity Partners bought 2,468 Affiliated Managers Group shares in Q2 2026, an estimated $765K.
- Affiliated Managers Group made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1619 holding.
- Cerity Partners first reported a position in Affiliated Managers Group in Q1 2017 and has held it in 30 quarters since.
- Cerity Partners's Affiliated Managers Group position peaked at $2.05M in Q1 2024.
- 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.