Dodge & Cox
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Dodge & Cox’s Affiliated Managers Group AMG Stock Holding History

Dodge & Cox’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 		$203K Buy
+600
New +$186K ﹤0.01% 221
2025
Q4 		– Sell
-2,400
Closed -$572K – 223
2025
Q3 		$572K Sell
2,400
-600
-20% -$132K ﹤0.01% 191
2025
Q2 		$590K Hold
3,000
– – ﹤0.01% 190
2025
Q1 		$504K Sell
3,000
-3,500
-54% -$610K ﹤0.01% 193
2024
Q4 		$1.2M Buy
+6,500
New +$1.21M ﹤0.01% 168

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

Dodge & Cox's AMG Position: Q2 2026 in Review

Dodge & Cox opened a new position in Affiliated Managers Group (AMG) in Q2 2026: 600 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #221 among its holdings. This is a return to the name: Dodge & Cox previously reported a position in AMG as recently as Q3 2025.

Dodge & Cox first reported a position in AMG in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.2M in Q4 2024. 564 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Dodge & Cox held 600 shares of Affiliated Managers Group worth $203K as of Q2 2026.
  • Affiliated Managers Group was a new Dodge & Cox position in Q2 2026.
  • Affiliated Managers Group made up ﹤0.01% of Dodge & Cox's portfolio in Q2 2026, its #221 holding.
  • Dodge & Cox first reported a position in Affiliated Managers Group in Q4 2024 and has held it in 5 quarters since.
  • Dodge & Cox's Affiliated Managers Group position peaked at $1.2M in Q4 2024.
  • 564 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Dodge & Cox's 13F filing for Q2 2026, filed 13 Aug 2026.