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Hemington Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Hemington Wealth Management’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
Q3 		$11K Buy
49
+5
+11% +$1.1K ﹤0.01% 834
2025
Q2 		$8K Buy
44
+4
+10% +$694 ﹤0.01% 923
2025
Q1 		$6K Buy
40
+9
+29% +$1.57K ﹤0.01% 966
2024
Q4 		$5K Buy
31
+10
+48% +$1.87K ﹤0.01% 985
2024
Q3 		$4K Buy
+21
New +$3.57K ﹤0.01% 980

Other funds holding AMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.66T AUM 25.57% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Hemington Wealth Management's AMG Position: Q3 2025 in Review

Hemington Wealth Management increased its Affiliated Managers Group (AMG) stake by 11% in Q3 2025, buying an estimated $1.1K and bringing the position to 49 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Hemington Wealth Management first reported a position in AMG in Q3 2024 and has held it in 5 quarters since. 450 funds tracked by Wall St. Rank hold AMG as of Q3 2025.

  • Hemington Wealth Management held 49 shares of Affiliated Managers Group worth $11K as of Q3 2025.
  • Hemington Wealth Management bought 5 Affiliated Managers Group shares in Q3 2025, an estimated $1.1K.
  • Affiliated Managers Group made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #834 holding.
  • Hemington Wealth Management first reported a position in Affiliated Managers Group in Q3 2024 and has held it in 5 quarters since.
  • 450 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.