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AMG icon

Covestor’s Affiliated Managers Group AMG Stock Holding History

Covestor’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 		$20K Hold
58
– – 0.01% 1162
2026
Q1 		$17K Sell
58
-43
-43% -$13K 0.01% 1166
2025
Q4 		$30K Sell
101
-12
-11% -$3.1K 0.02% 1097
2025
Q3 		$28K Sell
113
-280
-71% -$61.7K 0.02% 1147
2025
Q2 		$77K Buy
393
+151
+62% +$26.2K 0.05% 697
2025
Q1 		$41K Sell
242
-161
-40% -$28.1K 0.03% 921
2024
Q4 		$75K Sell
403
-68
-14% -$12.7K 0.05% 673
2024
Q3 		$84K Buy
471
+83
+21% +$14.1K 0.05% 629
2024
Q2 		$60K Sell
388
-156
-29% -$24.8K 0.04% 771
2024
Q1 		$91K Sell
544
-129
-19% -$20.1K 0.06% 602
2023
Q4 		$102K Buy
673
+227
+51% +$30.5K 0.07% 481
2023
Q3 		$58K Sell
446
-40
-8% -$5.6K 0.04% 693
2023
Q2 		$73K Buy
486
+416
+594% +$59.5K 0.06% 606
2023
Q1 		$10K Sell
70
-167
-70% -$26.4K 0.01% 1292
2022
Q4 		$38K Buy
237
+150
+172% +$21.2K 0.03% 828
2022
Q3 		$9K Sell
87
-1,011
-92% -$127K 0.01% 1291
2022
Q2 		$128K Buy
1,098
+122
+13% +$15.7K 0.1% 272
2022
Q1 		$138K Buy
976
+466
+91% +$67K 0.09% 313
2021
Q4 		$84K Buy
+510
New +$85.5K 0.12% 236

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

Covestor's AMG Position: Q2 2026 in Review

Covestor held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 58 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #1162.

Covestor first reported a position in AMG in Q4 2021 and has held it in 19 quarters since. The position peaked at $138K in Q1 2022. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Covestor held 58 shares of Affiliated Managers Group worth $20K as of Q2 2026.
  • Covestor left its Affiliated Managers Group share count unchanged in Q2 2026.
  • Affiliated Managers Group made up 0.01% of Covestor's portfolio in Q2 2026, its #1162 holding.
  • Covestor first reported a position in Affiliated Managers Group in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Affiliated Managers Group position peaked at $138K in Q1 2022.
  • 561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.