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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

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

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

DiNuzzo Private Wealth held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 8 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

DiNuzzo Private Wealth first reported a position in AMG in Q4 2023 and has held it in 11 quarters since. 564 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • DiNuzzo Private Wealth held 8 shares of Affiliated Managers Group worth $2.71K as of Q2 2026.
  • DiNuzzo Private Wealth left its Affiliated Managers Group share count unchanged in Q2 2026.
  • Affiliated Managers Group made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #574 holding.
  • DiNuzzo Private Wealth first reported a position in Affiliated Managers Group in Q4 2023 and has held it in 11 quarters since.
  • 564 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.