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AMG icon

Inspire Investing’s Affiliated Managers Group AMG Stock Holding History

Inspire Investing’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 		$6.21M Buy
18,365
+6,519
+55% +$2.02M 0.26% 74
2026
Q1 		$3.28M Buy
+11,846
New +$3.57M 0.19% 112
2022
Q4 		– Sell
-4,826
Closed -$540K – 744
2022
Q3 		$540K Sell
4,826
-484
-9% -$60.7K 0.08% 185
2022
Q2 		$619K Sell
5,310
-395
-7% -$50.8K 0.08% 188
2022
Q1 		$804K Buy
5,705
+492
+9% +$70.7K 0.09% 186
2021
Q4 		$858K Sell
5,213
-1,687
-24% -$283K 0.1% 179
2021
Q3 		$1.04M Buy
6,900
+840
+14% +$138K 0.13% 176
2021
Q2 		$935K Buy
6,060
+699
+13% +$112K 0.12% 182
2021
Q1 		$799K Buy
+5,361
New +$701K 0.12% 171
2020
Q2 		– Sell
-747
Closed -$44K – 501
2020
Q1 		$44K Buy
+747
New +$56K 0.02% 552
2018
Q1 		– Sell
-7
Closed -$1K – 218
2017
Q4 		$1K Buy
+7
New +$1.36K ﹤0.01% 845

Other funds holding AMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Inspire Investing's AMG Position: Q2 2026 in Review

Inspire Investing increased its Affiliated Managers Group (AMG) stake by 55% in Q2 2026, buying an estimated $2.02M and bringing the position to 18,365 shares worth $6.21M. The position accounts for 0.26% of the portfolio, ranked #74.

Inspire Investing first reported a position in AMG in Q4 2017 and has held it in 11 quarters since. 564 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Inspire Investing held 18,365 shares of Affiliated Managers Group worth $6.21M as of Q2 2026.
  • Inspire Investing bought 6,519 Affiliated Managers Group shares in Q2 2026, an estimated $2.02M.
  • Affiliated Managers Group made up 0.26% of Inspire Investing's portfolio in Q2 2026, its #74 holding.
  • Inspire Investing first reported a position in Affiliated Managers Group in Q4 2017 and has held it in 11 quarters since.
  • 564 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.