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Forte Capital’s Affiliated Managers Group AMG Stock Holding History

Forte Capital’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
2025
Q2 		$674K Buy
3,425
+210
+7% +$36.4K 0.07% 154
2025
Q1 		$540K Buy
3,215
+358
+13% +$62.4K 0.06% 166
2024
Q4 		$528K Buy
2,857
+32
+1% +$5.97K 0.06% 163
2024
Q3 		$502K Buy
2,825
+498
+21% +$84.6K 0.06% 167
2024
Q2 		$364K Buy
2,327
+545
+31% +$86.8K 0.04% 178
2024
Q1 		$298K Buy
1,782
+141
+9% +$21.9K 0.04% 191
2023
Q4 		$248K Buy
1,641
+70
+4% +$9.4K 0.03% 207
2023
Q3 		$205K Hold
1,571
– – 0.03% 207
2023
Q2 		$235K Buy
+1,571
New +$225K 0.03% 195
2018
Q4 		– Sell
-20,152
Closed -$2.75M – 88
2018
Q3 		$2.75M Buy
20,152
+5
+0% +$738 0.99% 33
2018
Q2 		$3M Buy
20,147
+575
+3% +$94.8K 1.17% 29
2018
Q1 		$3.71M Buy
19,572
+1,060
+6% +$206K 1.55% 19
2017
Q4 		$3.8M Buy
18,512
+495
+3% +$95.9K 1.13% 22
2017
Q3 		$3.42M Sell
18,017
-705
-4% -$125K 1.1% 24
2017
Q2 		$3.1M Buy
18,722
+60
+0.3% +$9.58K 1.02% 28
2017
Q1 		$3.06M Buy
18,662
+2,415
+15% +$382K 1.05% 27
2016
Q4 		$2.36M Sell
16,247
-5
-0% -$726 0.88% 33
2016
Q3 		$2.35M Sell
16,252
-308
-2% -$44.1K 0.89% 31
2016
Q2 		$2.33M Buy
16,560
+2,155
+15% +$353K 0.9% 30
2016
Q1 		$2.34M Sell
14,405
-435
-3% -$60.7K 1.03% 28
2015
Q4 		$2.37M Buy
14,840
+490
+3% +$84.2K 0.97% 29
2015
Q3 		$2.45M Sell
14,350
-868
-6% -$171K 1.12% 27
2015
Q2 		$3.33M Buy
15,218
+205
+1% +$45.6K 1.42% 18
2015
Q1 		$3.25M Sell
15,013
-75
-0.5% -$15.8K 1.4% 18
2014
Q4 		$3.2M Buy
15,088
+60
+0.4% +$11.9K 1.39% 18
2014
Q3 		$3.01M Buy
+15,028
New +$3.07M 1.39% 20

Other funds holding AMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Forte Capital's AMG Position: Q2 2025 in Review

Forte Capital increased its Affiliated Managers Group (AMG) stake by 6.5% in Q2 2025, buying an estimated $36.4K and bringing the position to 3,425 shares worth $674K. The position accounts for 0.07% of the portfolio, ranked #154.

Forte Capital first reported a position in AMG in Q3 2014 and has held it in 26 quarters since. The position peaked at $3.8M in Q4 2017. 433 funds tracked by Wall St. Rank hold AMG as of Q2 2025.

  • Forte Capital held 3,425 shares of Affiliated Managers Group worth $674K as of Q2 2025.
  • Forte Capital bought 210 Affiliated Managers Group shares in Q2 2025, an estimated $36.4K.
  • Affiliated Managers Group made up 0.07% of Forte Capital's portfolio in Q2 2025, its #154 holding.
  • Forte Capital first reported a position in Affiliated Managers Group in Q3 2014 and has held it in 26 quarters since.
  • Forte Capital's Affiliated Managers Group position peaked at $3.8M in Q4 2017.
  • 433 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.