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Legacy Wealth Asset Management’s Affiliated Managers Group AMG Stock Holding History

Legacy Wealth Asset Management’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 		$691K Sell
2,041
-545
-21% -$169K 0.15% 207
2026
Q1 		$716K Sell
2,586
-3
-0.1% -$904 0.17% 195
2025
Q4 		$746K Sell
2,589
-378
-13% -$97.7K 0.18% 171
2025
Q3 		$707K Sell
2,967
-897
-23% -$198K 0.17% 190
2025
Q2 		$760K Sell
3,864
-47
-1% -$8.15K 0.19% 145
2025
Q1 		$657K Sell
3,911
-71
-2% -$12.4K 0.18% 179
2024
Q4 		$736K Sell
3,982
-78
-2% -$14.6K 0.2% 146
2024
Q3 		$722K Buy
4,060
+8
+0.2% +$1.36K 0.19% 159
2024
Q2 		$633K Buy
4,052
+270
+7% +$43K 0.18% 178
2024
Q1 		$633K Buy
3,782
+56
+2% +$8.71K 0.18% 176
2023
Q4 		$564K Buy
3,726
+55
+1% +$7.39K 0.19% 194
2023
Q3 		$478K Buy
3,671
+80
+2% +$11.2K 0.18% 208
2023
Q2 		$538K Buy
3,591
+248
+7% +$35.5K 0.19% 190
2023
Q1 		$476K Sell
3,343
-61
-2% -$9.64K 0.17% 200
2022
Q4 		$539K Buy
3,404
+79
+2% +$11.2K 0.21% 166
2022
Q3 		$372K Buy
3,325
+432
+15% +$54.2K 0.16% 226
2022
Q2 		$337K Buy
+2,893
New +$372K 0.14% 217

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

Legacy Wealth Asset Management's AMG Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Affiliated Managers Group (AMG) stake by 21% in Q2 2026, selling an estimated $169K and leaving 2,041 shares worth $691K. The position accounts for 0.15% of the portfolio, ranked #207.

Legacy Wealth Asset Management first reported a position in AMG in Q2 2022 and has held it in 17 quarters since. The position peaked at $760K in Q2 2025. 562 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Legacy Wealth Asset Management held 2,041 shares of Affiliated Managers Group worth $691K as of Q2 2026.
  • Legacy Wealth Asset Management sold 545 Affiliated Managers Group shares in Q2 2026, an estimated $169K.
  • Affiliated Managers Group made up 0.15% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #207 holding.
  • Legacy Wealth Asset Management first reported a position in Affiliated Managers Group in Q2 2022 and has held it in 17 quarters since.
  • Legacy Wealth Asset Management's Affiliated Managers Group position peaked at $760K in Q2 2025.
  • 562 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.