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Ironwood Investment Counsel’s Affiliated Managers Group AMG Stock Holding History

Ironwood Investment Counsel’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
Q1 		$202K Sell
730
-15
-2% -$4.52K 0.03% 262
2025
Q4 		$215K Buy
+745
New +$193K 0.03% 259
2025
Q2 		– Sell
-1,240
Closed -$208K – 259
2025
Q1 		$208K Sell
1,240
-975
-44% -$170K 0.04% 230
2024
Q4 		$410K Sell
2,215
-150
-6% -$28K 0.07% 178
2024
Q3 		$420K Sell
2,365
-125
-5% -$21.2K 0.07% 182
2024
Q2 		$389K Sell
2,490
-25
-1% -$3.98K 0.07% 185
2024
Q1 		$421K Sell
2,515
-765
-23% -$119K 0.07% 183
2023
Q4 		$497K Sell
3,280
-200
-6% -$26.9K 0.09% 166
2023
Q3 		$454K Hold
3,480
– – 0.1% 164
2023
Q2 		$522K Hold
3,480
– – 0.12% 129
2023
Q1 		$496K Hold
3,480
– – 0.12% 126
2022
Q4 		$551K Buy
3,480
+565
+19% +$79.9K 0.13% 118
2022
Q3 		$326K Hold
2,915
– – 0.09% 139
2022
Q2 		$339K Buy
2,915
+525
+22% +$67.6K 0.1% 144
2022
Q1 		$336K Sell
2,390
-250
-9% -$35.9K 0.08% 154
2021
Q4 		$434K Sell
2,640
-170
-6% -$28.5K 0.1% 143
2021
Q3 		$424K Sell
2,810
-100
-3% -$16.4K 0.11% 130
2021
Q2 		$448K Hold
2,910
– – 0.12% 133
2021
Q1 		$433K Sell
2,910
-4,860
-63% -$635K 0.12% 132
2020
Q4 		$790K Sell
7,770
-97
-1% -$8.38K 0.18% 102
2020
Q3 		$537K Sell
7,867
-11,341
-59% -$793K 0.15% 111
2020
Q2 		$1.43M Sell
19,208
-13,879
-42% -$938K 0.44% 63
2020
Q1 		$1.96M Buy
33,087
+11,550
+54% +$865K 0.77% 40
2019
Q4 		$1.82M Sell
21,537
-7,060
-25% -$579K 0.62% 51
2019
Q3 		$2.38M Buy
28,597
+3,762
+15% +$314K 0.88% 34
2019
Q2 		$2.29M Buy
24,835
+10,755
+76% +$1.06M 0.87% 34
2019
Q1 		$1.51M Buy
14,080
+10,320
+274% +$1.1M 0.59% 57
2018
Q4 		$366K Buy
+3,760
New +$425K 0.16% 105

Other funds holding AMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ironwood Investment Counsel's AMG Position: Q1 2026 in Review

Ironwood Investment Counsel reduced its Affiliated Managers Group (AMG) stake by 2% in Q1 2026, selling an estimated $4.52K and leaving 730 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #262.

Ironwood Investment Counsel first reported a position in AMG in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.38M in Q3 2019. 544 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Ironwood Investment Counsel held 730 shares of Affiliated Managers Group worth $202K as of Q1 2026.
  • Ironwood Investment Counsel sold 15 Affiliated Managers Group shares in Q1 2026, an estimated $4.52K.
  • Affiliated Managers Group made up 0.03% of Ironwood Investment Counsel's portfolio in Q1 2026, its #262 holding.
  • Ironwood Investment Counsel first reported a position in Affiliated Managers Group in Q4 2018 and has held it in 28 quarters since.
  • Ironwood Investment Counsel's Affiliated Managers Group position peaked at $2.38M in Q3 2019.
  • 544 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.