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Continuum Advisory’s Affiliated Managers Group AMG Stock Holding History

Continuum Advisory’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
2025
Q2 		– Sell
-56
Closed -$9.41K – 466
2025
Q1 		$9.41K Buy
56
+44
+367% +$7.67K ﹤0.01% 989
2024
Q4 		$2.22K Hold
12
– – ﹤0.01% 1383
2024
Q3 		$2.25K Buy
+12
New +$2.04K ﹤0.01% 1389

Other funds holding AMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Continuum Advisory's AMG Position: Q2 2025 in Review

Continuum Advisory sold out of Affiliated Managers Group (AMG) in Q2 2025, closing a stake of 56 shares — an estimated $9.41K sold.

Continuum Advisory first reported a position in AMG in Q3 2024 and held it in 3 quarters. The position peaked at $9.41K in Q1 2025. 433 funds tracked by Wall St. Rank hold AMG as of Q2 2025.

  • Continuum Advisory reported no remaining Affiliated Managers Group position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 56 Affiliated Managers Group shares in Q2 2025, an estimated $9.41K.
  • Continuum Advisory first reported a position in Affiliated Managers Group in Q3 2024 and held it in 3 quarters.
  • Continuum Advisory's Affiliated Managers Group position peaked at $9.41K in Q1 2025.
  • 433 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.