Goodman Advisory Group’s Affiliated Managers Group AMG Stock Holding History

Goodman Advisory Group’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	–	Sell	-81	Closed	-$22.4K	–	77
2026 Q1	$22.4K	Hold	81	–	–	0.01%	131
2025 Q4	$23.4K	Hold	81	–	–	0.01%	123
2025 Q3	$19.3K	Hold	81	–	–	﹤0.01%	128
2025 Q2	$15.9K	Sell	81 -80	-50%	-$13.9K	0.01%	110
2025 Q1	$27.1K	Buy	+161	New	+$28.1K	0.01%	122
2024 Q4	–	Sell	-322	Closed	-$57.3K	–	60
2024 Q3	$57.3K	Hold	322	–	–	0.02%	113
2024 Q2	$50.3K	Buy	+322	New	+$51.3K	0.02%	113

Other funds holding AMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goodman Advisory Group's AMG Position: Q2 2026 in Review

Goodman Advisory Group sold out of Affiliated Managers Group (AMG) in Q2 2026, closing a stake of 81 shares — an estimated $22.4K sold.

Goodman Advisory Group first reported a position in AMG in Q2 2024 and held it in 7 quarters. The position peaked at $57.3K in Q3 2024. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Goodman Advisory Group reported no remaining Affiliated Managers Group position as of Q2 2026 after selling out during the quarter.
Goodman Advisory Group sold 81 Affiliated Managers Group shares in Q2 2026, an estimated $22.4K.
Goodman Advisory Group first reported a position in Affiliated Managers Group in Q2 2024 and held it in 7 quarters.
Goodman Advisory Group's Affiliated Managers Group position peaked at $57.3K in Q3 2024.
566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Goodman Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.