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 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	$1.57K	Hold	8	–	–	﹤0.01%	689
2025 Q1	$1.34K	Sell	8 -1	-11%	-$174	﹤0.01%	723
2024 Q4	$1.67K	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	$1.51K	Buy	+10	New	+$1.34K	﹤0.01%	543

Other funds holding AMG

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return