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Edgestream Partners’s Affiliated Managers Group AMG Stock Holding History

Edgestream Partners’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 		$790K Sell
2,335
-3,109
-57% -$964K 0.02% 709
2026
Q1 		$1.51M Sell
5,444
-25,015
-82% -$7.54M 0.05% 559
2025
Q4 		$8.78M Buy
30,459
+2,366
+8% +$612K 0.25% 88
2025
Q3 		$6.7M Buy
+28,093
New +$6.19M 0.2% 167
2025
Q2 		– Sell
-5,920
Closed -$995K – 841
2025
Q1 		$995K Buy
5,920
+410
+7% +$71.5K 0.03% 609
2024
Q4 		$1.02M Buy
5,510
+876
+19% +$163K 0.04% 563
2024
Q3 		$824K Buy
+4,634
New +$787K 0.04% 609
2024
Q1 		– Sell
-2,095
Closed -$317K – 796
2023
Q4 		$317K Sell
2,095
-2,333
-53% -$313K 0.02% 709
2023
Q3 		$577K Buy
+4,428
New +$619K 0.05% 561
2018
Q3 		– Sell
-16,465
Closed -$2.45M – 256
2018
Q2 		$2.45M Buy
16,465
+11,531
+234% +$1.9M 0.5% 67
2018
Q1 		$935K Buy
+4,934
New +$961K 0.18% 145

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

Edgestream Partners's AMG Position: Q2 2026 in Review

Edgestream Partners reduced its Affiliated Managers Group (AMG) stake by 57% in Q2 2026, selling an estimated $964K and leaving 2,335 shares worth $790K. The position accounts for 0.02% of the portfolio, ranked #709.

Edgestream Partners first reported a position in AMG in Q1 2018 and has held it in 11 quarters since. The position peaked at $8.78M in Q4 2025. 564 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Edgestream Partners held 2,335 shares of Affiliated Managers Group worth $790K as of Q2 2026.
  • Edgestream Partners sold 3,109 Affiliated Managers Group shares in Q2 2026, an estimated $964K.
  • Affiliated Managers Group made up 0.02% of Edgestream Partners's portfolio in Q2 2026, its #709 holding.
  • Edgestream Partners first reported a position in Affiliated Managers Group in Q1 2018 and has held it in 11 quarters since.
  • Edgestream Partners's Affiliated Managers Group position peaked at $8.78M in Q4 2025.
  • 564 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.