EWA
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EverSource Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History

EverSource Wealth Advisors’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 		$34.5K Sell
102
-77
-43% -$23.9K ﹤0.01% 2028
2026
Q1 		$49.5K Buy
179
+56
+46% +$16.9K ﹤0.01% 1895
2025
Q4 		$35.5K Sell
123
-113
-48% -$29.2K ﹤0.01% 1991
2025
Q3 		$56.3K Sell
236
-45
-16% -$9.92K ﹤0.01% 1618
2025
Q2 		$55.3K Buy
281
+133
+90% +$23.1K ﹤0.01% 1551
2025
Q1 		$24.9K Buy
148
+37
+33% +$6.45K ﹤0.01% 1576
2024
Q4 		$20.5K Buy
111
+13
+13% +$2.43K ﹤0.01% 1607
2024
Q3 		$17.4K Sell
98
-302
-76% -$51.3K ﹤0.01% 1563
2024
Q2 		$74.2K Sell
400
-107
-21% -$17K ﹤0.01% 916
2024
Q1 		$79.1K Buy
507
+24
+5% +$3.73K 0.01% 799
2023
Q4 		$73.1K Buy
483
+41
+9% +$5.51K 0.01% 756
2023
Q3 		$57.6K Buy
442
+16
+4% +$2.24K 0.01% 758
2023
Q2 		$63.9K Buy
426
+102
+31% +$14.6K 0.01% 741
2023
Q1 		$46.1K Buy
324
+20
+7% +$3.16K 0.01% 817
2022
Q4 		$48.2K Sell
304
-219
-42% -$31K 0.01% 779
2022
Q3 		$58K Buy
+523
New +$65.6K 0.01% 594

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's AMG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Affiliated Managers Group (AMG) stake by 43% in Q2 2026, selling an estimated $23.9K and leaving 102 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2028.

EverSource Wealth Advisors first reported a position in AMG in Q3 2022 and has held it in 16 quarters since. The position peaked at $79.1K in Q1 2024. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • EverSource Wealth Advisors held 102 shares of Affiliated Managers Group worth $34.5K as of Q2 2026.
  • EverSource Wealth Advisors sold 77 Affiliated Managers Group shares in Q2 2026, an estimated $23.9K.
  • Affiliated Managers Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2028 holding.
  • EverSource Wealth Advisors first reported a position in Affiliated Managers Group in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Affiliated Managers Group position peaked at $79.1K in Q1 2024.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.