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Long Road Investment Counsel’s Affiliated Managers Group AMG Stock Holding History

Long Road 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 		$4.31M Hold
15,581
– – 1.69% 18
2025
Q4 		$4.49M Buy
15,581
+485
+3% +$125K 1.7% 16
2025
Q3 		$3.6M Hold
15,096
– – 1.27% 24
2025
Q2 		$2.97M Buy
15,096
+75
+0.5% +$13K 1.11% 29
2025
Q1 		$2.52M Buy
15,021
+536
+4% +$93.4K 0.98% 31
2024
Q4 		$2.68M Sell
14,485
-50
-0.3% -$9.33K 1.09% 28
2024
Q3 		$2.58M Hold
14,535
– – 1.03% 31
2024
Q2 		$2.27M Hold
14,535
– – 0.99% 30
2024
Q1 		$2.43M Sell
14,535
-750
-5% -$117K 1.02% 29
2023
Q4 		$2.27M Buy
15,285
+500
+3% +$67.2K 0.94% 28
2023
Q3 		$1.93M Hold
14,785
– – 0.93% 29
2023
Q2 		$2.22M Hold
14,785
– – 1.03% 29
2023
Q1 		$2.11M Sell
14,785
-260
-2% -$41.1K 1.01% 30
2022
Q4 		$2.38M Hold
15,045
– – 1.18% 26
2022
Q3 		$1.68M Hold
15,045
– – 0.92% 30
2022
Q2 		$1.75M Buy
15,045
+60
+0.4% +$7.72K 0.9% 32
2022
Q1 		$2.11M Sell
14,985
-60
-0.4% -$8.62K 0.95% 32
2021
Q4 		$2.48M Hold
15,045
– – 0.98% 32
2021
Q3 		$2.27M Hold
15,045
– – 1% 31
2021
Q2 		$2.32M Hold
15,045
– – 1.01% 34
2021
Q1 		$2.24M Sell
15,045
-200
-1% -$26.1K 1.01% 35
2020
Q4 		$1.55M Buy
15,245
+260
+2% +$22.5K 0.75% 38
2020
Q3 		$1.02M Sell
14,985
-260
-2% -$18.2K 0.58% 43
2020
Q2 		$1.14M Hold
15,245
– – 0.67% 41
2020
Q1 		$902K Buy
15,245
+260
+2% +$19.5K 0.65% 40
2019
Q4 		$1.27M Sell
14,985
-360
-2% -$29.5K 0.75% 40
2019
Q3 		$1.28M Hold
15,345
– – 0.74% 39
2019
Q2 		$1.41M Buy
15,345
+150
+1% +$14.7K 0.83% 36
2019
Q1 		$1.63M Buy
15,195
+310
+2% +$32.9K 1% 33
2018
Q4 		$1.45M Buy
14,885
+150
+1% +$16.9K 1.11% 32
2018
Q3 		$2.02M Sell
14,735
-200
-1% -$29.5K 1.34% 29
2018
Q2 		$2.22M Hold
14,935
– – 1.57% 23
2018
Q1 		$2.83M Sell
14,935
-175
-1% -$34.1K 1.98% 16
2017
Q4 		$3.1M Sell
15,110
-30
-0.2% -$5.81K 2.14% 14
2017
Q3 		$2.87M Sell
15,140
-300
-2% -$53.4K 2.05% 15
2017
Q2 		$2.56M Sell
15,440
-20
-0.1% -$3.19K 1.88% 17
2017
Q1 		$2.54M Hold
15,460
– – 1.87% 16
2016
Q4 		$2.25M Sell
15,460
-50
-0.3% -$7.26K 1.73% 18
2016
Q3 		$2.24M Hold
15,510
– – 1.73% 17
2016
Q2 		$2.18M Buy
15,510
+50
+0.3% +$8.18K 1.71% 18
2016
Q1 		$2.51M Buy
15,460
+475
+3% +$66.3K 1.97% 17
2015
Q4 		$2.39M Hold
14,985
– – 1.97% 17
2015
Q3 		$2.56M Hold
14,985
– – 2.19% 15
2015
Q2 		$3.28M Hold
14,985
– – 2.67% 11
2015
Q1 		$3.22M Hold
14,985
– – 2.73% 10
2014
Q4 		$3.18M Buy
+14,985
New +$2.98M 2.86% 11

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

Long Road Investment Counsel's AMG Position: Q1 2026 in Review

Long Road Investment Counsel held its Affiliated Managers Group (AMG) position steady in Q1 2026 at 15,581 shares worth $4.31M. The position accounts for 1.69% of the portfolio, ranked #18.

Long Road Investment Counsel first reported a position in AMG in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.49M in Q4 2025. 544 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Long Road Investment Counsel held 15,581 shares of Affiliated Managers Group worth $4.31M as of Q1 2026.
  • Long Road Investment Counsel left its Affiliated Managers Group share count unchanged in Q1 2026.
  • Affiliated Managers Group made up 1.69% of Long Road Investment Counsel's portfolio in Q1 2026, its #18 holding.
  • Long Road Investment Counsel first reported a position in Affiliated Managers Group in Q4 2014 and has held it in 46 quarters since.
  • Long Road Investment Counsel's Affiliated Managers Group position peaked at $4.49M in Q4 2025.
  • 544 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Long Road Investment Counsel's 13F filing for Q1 2026, filed 8 May 2026.