Kovitz Investment Group Partners
AMG icon

Kovitz Investment Group Partners’s Affiliated Managers Group AMG Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-3,577
Closed -$853K – 503
2025
Q3 		$853K Buy
3,577
+457
+15% +$101K ﹤0.01% 876
2025
Q2 		$615K Buy
3,120
+45
+1% +$7.81K ﹤0.01% 918
2025
Q1 		$517K Sell
3,075
-35
-1% -$6.1K ﹤0.01% 893
2024
Q4 		$575K Sell
3,110
-7
-0.2% -$1.31K ﹤0.01% 854
2024
Q3 		$543K Buy
+3,117
New +$529K ﹤0.01% 743

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Vanguard Group
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Kovitz Investment Group Partners's AMG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Affiliated Managers Group (AMG) in Q4 2025, closing a stake of 3,577 shares — an estimated $853K sold.

Kovitz Investment Group Partners first reported a position in AMG in Q3 2024 and held it in 5 quarters. The position peaked at $853K in Q3 2025. 511 funds tracked by Wall St. Rank hold AMG as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Affiliated Managers Group position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,577 Affiliated Managers Group shares in Q4 2025, an estimated $853K.
  • Kovitz Investment Group Partners first reported a position in Affiliated Managers Group in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Affiliated Managers Group position peaked at $853K in Q3 2025.
  • 511 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.