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Investment Partners’s Affiliated Managers Group AMG Stock Holding History

Investment Partners’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 		$451K Buy
1,333
+11
+0.8% +$3.41K 0.14% 121
2026
Q1 		$366K Sell
1,322
-58
-4% -$17.5K 0.13% 125
2025
Q4 		$398K Hold
1,380
– – 0.14% 116
2025
Q3 		$329K Sell
1,380
-100
-7% -$22K 0.12% 127
2025
Q2 		$291K Sell
1,480
-45
-3% -$7.81K 0.11% 134
2025
Q1 		$256K Sell
1,525
-60
-4% -$10.5K 0.11% 137
2024
Q4 		$293K Hold
1,585
– – 0.12% 129
2024
Q3 		$282K Hold
1,585
– – 0.12% 128
2024
Q2 		$248K Sell
1,585
-30
-2% -$4.78K 0.11% 127
2024
Q1 		$270K Buy
1,615
+60
+4% +$9.33K 0.12% 126
2023
Q4 		$235K Buy
+1,555
New +$209K 0.12% 125
2022
Q1 		– Sell
-1,344
Closed -$221K – 167
2021
Q4 		$221K Buy
+1,344
New +$225K 0.09% 161

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

Investment Partners's AMG Position: Q2 2026 in Review

Investment Partners increased its Affiliated Managers Group (AMG) stake by 0.83% in Q2 2026, buying an estimated $3.41K and bringing the position to 1,333 shares worth $451K. The position accounts for 0.14% of the portfolio, ranked #121.

Investment Partners first reported a position in AMG in Q4 2021 and has held it in 12 quarters since. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Investment Partners held 1,333 shares of Affiliated Managers Group worth $451K as of Q2 2026.
  • Investment Partners bought 11 Affiliated Managers Group shares in Q2 2026, an estimated $3.41K.
  • Affiliated Managers Group made up 0.14% of Investment Partners's portfolio in Q2 2026, its #121 holding.
  • Investment Partners first reported a position in Affiliated Managers Group in Q4 2021 and has held it in 12 quarters since.
  • 561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.