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Impact Partnership Wealth’s Affiliated Managers Group AMG Stock Holding History

Impact Partnership 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
2025
Q3 		– Sell
-1,475
Closed -$290K – 312
2025
Q2 		$290K Buy
+1,475
New +$256K 0.05% 215
2024
Q2 		– Sell
-975
Closed -$163K – 236
2024
Q1 		$163K Sell
975
-173
-15% -$26.9K 0.06% 206
2023
Q4 		$174K Buy
+1,148
New +$154K 0.06% 198

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

Impact Partnership Wealth's AMG Position: Q3 2025 in Review

Impact Partnership Wealth sold out of Affiliated Managers Group (AMG) in Q3 2025, closing a stake of 1,475 shares — an estimated $290K sold.

Impact Partnership Wealth first reported a position in AMG in Q4 2023 and held it in 3 quarters. The position peaked at $290K in Q2 2025. 450 funds tracked by Wall St. Rank hold AMG as of Q3 2025.

  • Impact Partnership Wealth reported no remaining Affiliated Managers Group position as of Q3 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 1,475 Affiliated Managers Group shares in Q3 2025, an estimated $290K.
  • Impact Partnership Wealth first reported a position in Affiliated Managers Group in Q4 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Affiliated Managers Group position peaked at $290K in Q2 2025.
  • 450 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2025.

Based on Impact Partnership Wealth's 13F filing for Q3 2025, filed 3 Nov 2025.