Focus Partners Wealth
AMG icon

Focus Partners Wealth’s Affiliated Managers Group AMG Stock Holding History

Focus Partners 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
Q1 		$1.38M Sell
4,980
-768
-13% -$231K ﹤0.01% 1469
2025
Q4 		$1.66M Buy
5,748
+2,970
+107% +$768K ﹤0.01% 1411
2025
Q3 		$609K Sell
2,778
-116
-4% -$25.6K ﹤0.01% 1524
2025
Q2 		$569K Sell
2,894
-756
-21% -$131K ﹤0.01% 1376
2025
Q1 		$613K Sell
3,650
-45
-1% -$7.84K ﹤0.01% 1252
2024
Q4 		$683K Buy
+3,695
New +$690K ﹤0.01% 1196
2024
Q3 		– Sell
-4,141
Closed -$647K – 1572
2024
Q2 		$647K Sell
4,141
-22
-0.5% -$3.5K ﹤0.01% 890
2024
Q1 		$697K Buy
+4,163
New +$647K 0.01% 663

Other funds holding AMG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return