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

DiNuzzo 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 Q3	$2.92K	Hold	8	–	–	﹤0.01%	548
2026 Q2	$2.71K	Hold	8	–	–	﹤0.01%	574
2026 Q1	$2.21K	Hold	8	–	–	﹤0.01%	605
2025 Q4	$2.31K	Hold	8	–	–	﹤0.01%	590
2025 Q3	$1.8K	Hold	8	–	–	﹤0.01%	673
2025 Q2	$1.58K	Hold	8	–	–	﹤0.01%	689
2025 Q1	$1.34K	Sell	8 -1	-11%	-$174	﹤0.01%	723
2024 Q4	$1.66K	Hold	9	–	–	﹤0.01%	662
2024 Q3	$1.6K	Hold	9	–	–	﹤0.01%	694
2024 Q2	$1.41K	Sell	9 -1	-10%	-$159	﹤0.01%	652
2024 Q1	$1.68K	Hold	10	–	–	﹤0.01%	539
2023 Q4	$1.52K	Buy	+10	New	+$1.34K	﹤0.01%	543

Other funds holding AMG

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

PCM

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

DiNuzzo Private Wealth's AMG Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Affiliated Managers Group (AMG) position steady in Q3 2026 at 8 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

DiNuzzo Private Wealth first reported a position in AMG in Q4 2023 and has held it in 12 quarters since. 68 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

DiNuzzo Private Wealth held 8 shares of Affiliated Managers Group worth $2.92K as of Q3 2026.
DiNuzzo Private Wealth left its Affiliated Managers Group share count unchanged in Q3 2026.
Affiliated Managers Group made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #548 holding.
DiNuzzo Private Wealth first reported a position in Affiliated Managers Group in Q4 2023 and has held it in 12 quarters since.
68 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.