Corient Private Wealth
AMG icon

Corient Private Wealth’s Affiliated Managers Group AMG Stock Holding History

Corient Private Wealth’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 		$8.34M Sell
24,635
-7,501
-23% -$2.33M 0.01% 711
2026
Q1 		$8.88M Buy
32,136
+18,668
+139% +$5.63M 0.01% 661
2025
Q4 		$3.88M Buy
13,468
+4,288
+47% +$1.11M 0.01% 857
2025
Q3 		$2.19M Buy
9,180
+731
+9% +$161K ﹤0.01% 1021
2025
Q2 		$1.66M Sell
8,449
-727
-8% -$126K ﹤0.01% 1121
2025
Q1 		$1.54M Sell
9,176
-3,323
-27% -$579K ﹤0.01% 1079
2024
Q4 		$2.31M Sell
12,499
-1,281
-9% -$239K ﹤0.01% 939
2024
Q3 		$2.45M Buy
13,780
+1,679
+14% +$285K ﹤0.01% 1011
2024
Q2 		$1.89M Buy
12,101
+1,296
+12% +$206K ﹤0.01% 1045
2024
Q1 		$1.81M Buy
10,805
+1,254
+13% +$195K ﹤0.01% 1068
2023
Q4 		$1.45M Buy
9,551
+4,747
+99% +$638K ﹤0.01% 1139
2023
Q3 		$626K Sell
4,804
-1,791
-27% -$251K ﹤0.01% 1372
2023
Q2 		$989K Buy
6,595
+2,097
+47% +$300K ﹤0.01% 1154
2023
Q1 		$641K Buy
4,498
+2,794
+164% +$441K ﹤0.01% 1275
2022
Q4 		$270K Buy
+1,704
New +$241K ﹤0.01% 1374

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

Corient Private Wealth's AMG Position: Q2 2026 in Review

Corient Private Wealth reduced its Affiliated Managers Group (AMG) stake by 23% in Q2 2026, selling an estimated $2.33M and leaving 24,635 shares worth $8.34M. The position accounts for 0.01% of the portfolio, ranked #711.

Corient Private Wealth first reported a position in AMG in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.88M in Q1 2026. 563 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Corient Private Wealth held 24,635 shares of Affiliated Managers Group worth $8.34M as of Q2 2026.
  • Corient Private Wealth sold 7,501 Affiliated Managers Group shares in Q2 2026, an estimated $2.33M.
  • Affiliated Managers Group made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #711 holding.
  • Corient Private Wealth first reported a position in Affiliated Managers Group in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Affiliated Managers Group position peaked at $8.88M in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.