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CWC Advisors’s Affiliated Managers Group AMG Stock Holding History

CWC 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
Q2 		$3.7M Sell
10,932
-377
-3% -$117K 1.64% 19
2026
Q1 		$3.13M Sell
11,309
-691
-6% -$208K 1.49% 20
2025
Q4 		$3.46M Sell
12,000
-4,309
-26% -$1.11M 1.67% 21
2025
Q3 		$3.89M Sell
16,309
-160
-1% -$35.3K 1.9% 18
2025
Q2 		$3.24M Buy
16,469
+446
+3% +$77.4K 1.67% 22
2025
Q1 		$2.69M Buy
16,023
+5,190
+48% +$905K 1.53% 21
2024
Q4 		$2M Buy
10,833
+141
+1% +$26.3K 2% 11
2024
Q3 		$1.9M Buy
+10,692
New +$1.82M 1.88% 12

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

CWC Advisors's AMG Position: Q2 2026 in Review

CWC Advisors reduced its Affiliated Managers Group (AMG) stake by 3.3% in Q2 2026, selling an estimated $117K and leaving 10,932 shares worth $3.7M. The position accounts for 1.64% of the portfolio, ranked #19.

CWC Advisors first reported a position in AMG in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.89M in Q3 2025. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • CWC Advisors held 10,932 shares of Affiliated Managers Group worth $3.7M as of Q2 2026.
  • CWC Advisors sold 377 Affiliated Managers Group shares in Q2 2026, an estimated $117K.
  • Affiliated Managers Group made up 1.64% of CWC Advisors's portfolio in Q2 2026, its #19 holding.
  • CWC Advisors first reported a position in Affiliated Managers Group in Q3 2024 and has held it in 8 quarters since.
  • CWC Advisors's Affiliated Managers Group position peaked at $3.89M in Q3 2025.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.