Gradient Investments’s Affiliated Managers Group AMG Stock Holding History

Gradient Investments’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	$2.39M	Sell	7,065 -2,535	-26%	-$786K	0.03%	246
2026 Q1	$2.66M	Buy	+9,600	New	+$2.89M	0.04%	227
2023 Q3	–	Sell	-6	Closed	-$899	–	1810
2023 Q2	$899	Buy	+6	New	+$859	﹤0.01%	1394
2023 Q1	–	Sell	-3	Closed	-$475	–	1513
2022 Q4	$475	Buy	+3	New	+$424	﹤0.01%	1304
2019 Q1	–	Sell	-34	Closed	-$3K	–	861
2018 Q4	$3K	Buy	+34	New	+$3.84K	﹤0.01%	768
2018 Q1	–	Sell	-3	Closed	-$1K	–	996
2017 Q4	$1K	Buy	+3	New	+$581	﹤0.01%	858

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

Gradient Investments's AMG Position: Q2 2026 in Review

Gradient Investments reduced its Affiliated Managers Group (AMG) stake by 26% in Q2 2026, selling an estimated $786K and leaving 7,065 shares worth $2.39M. The position accounts for 0.03% of the portfolio, ranked #246.

Gradient Investments first reported a position in AMG in Q4 2017 and has held it in 6 quarters since. The position peaked at $2.66M in Q1 2026. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Gradient Investments held 7,065 shares of Affiliated Managers Group worth $2.39M as of Q2 2026.
Gradient Investments sold 2,535 Affiliated Managers Group shares in Q2 2026, an estimated $786K.
Affiliated Managers Group made up 0.03% of Gradient Investments's portfolio in Q2 2026, its #246 holding.
Gradient Investments first reported a position in Affiliated Managers Group in Q4 2017 and has held it in 6 quarters since.
Gradient Investments's Affiliated Managers Group position peaked at $2.66M in Q1 2026.
561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.