CA
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Clearstead Advisors’s Affiliated Managers Group AMG Stock Holding History

Clearstead Advisors’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 		$1.66K Sell
6
-78
-93% -$23.5K ﹤0.01% 1938
2025
Q4 		$24.2K Buy
84
+57
+211% +$14.7K ﹤0.01% 1657
2025
Q3 		$6.44K Hold
27
– – ﹤0.01% 2067
2025
Q2 		$5.31K Buy
+27
New +$4.68K ﹤0.01% 2092
2025
Q1 		– Sell
-3
Closed -$555 – 2199
2024
Q4 		$555 Buy
+3
New +$560 ﹤0.01% 1973
2022
Q4 		– Sell
-25
Closed -$3K – 1313
2022
Q3 		$3K Hold
25
– – ﹤0.01% 1017
2022
Q2 		$3K Hold
25
– – ﹤0.01% 1047
2022
Q1 		$4K Hold
25
– – ﹤0.01% 1092
2021
Q4 		$4K Buy
+25
New +$4.19K ﹤0.01% 1012

Other funds holding AMG

BlackRock
BlackRock New York $5.7T 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