Martingale Asset Management’s Affiliated Managers Group AMG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.26M Sell
4,561
-988
-18% -$298K 0.03% 441
2025
Q4
$1.6M Sell
5,549
-213
-4% -$55.1K 0.04% 371
2025
Q3
$1.37M Sell
5,762
-890
-13% -$196K 0.03% 408
2025
Q2
$1.31M Sell
6,652
-1,813
-21% -$315K 0.03% 404
2025
Q1
$1.42M Sell
8,465
-9,219
-52% -$1.61M 0.04% 378
2024
Q4
$3.27M Sell
17,684
-12,306
-41% -$2.3M 0.08% 196
2024
Q3
$5.33M Buy
29,990
+458
+2% +$77.8K 0.12% 156
2024
Q2
$4.61M Buy
29,532
+4,860
+20% +$774K 0.1% 167
2024
Q1
$4.13M Buy
+24,672
New +$3.84M 0.08% 182
2023
Q3
Sell
-20,950
Closed -$3.14M 780
2023
Q2
$3.14M Sell
20,950
-251
-1% -$35.9K 0.06% 195
2023
Q1
$3.02M Sell
21,201
-5,493
-21% -$868K 0.06% 200
2022
Q4
$4.23M Buy
26,694
+556
+2% +$78.7K 0.08% 175
2022
Q3
$2.92M Buy
26,138
+19,790
+312% +$2.48M 0.06% 202
2022
Q2
$741K Sell
6,348
-10
-0.2% -$1.29K 0.01% 548
2022
Q1
$897K Buy
6,358
+4,525
+247% +$650K 0.01% 512
2021
Q4
$302K Buy
1,833
+277
+18% +$46.5K ﹤0.01% 738
2021
Q3
$236K Buy
+1,556
New +$255K ﹤0.01% 792
2021
Q2
Sell
-4,350
Closed -$649K 823
2021
Q1
$649K Buy
4,350
+394
+10% +$51.5K 0.01% 539
2020
Q4
$403K Sell
3,956
-5,294
-57% -$457K ﹤0.01% 666
2020
Q3
$633K Buy
9,250
+5,456
+144% +$381K 0.01% 749
2020
Q2
$283K Buy
+3,794
New +$256K ﹤0.01% 947
2018
Q2
Sell
-79,476
Closed -$15.1M 973
2018
Q1
$15.1M Buy
79,476
+48,057
+153% +$9.36M 0.19% 154
2017
Q4
$6.45M Buy
+31,419
New +$6.09M 0.09% 225
2015
Q4
Sell
-1,314
Closed -$225K 824
2015
Q3
$225K Sell
1,314
-35,489
-96% -$6.98M 0.01% 793
2015
Q2
$8.05M Buy
36,803
+1,839
+5% +$409K 0.19% 175
2015
Q1
$7.51M Buy
34,964
+6,020
+21% +$1.27M 0.18% 182
2014
Q4
$6.14M Buy
28,944
+16,015
+124% +$3.18M 0.17% 181
2014
Q3
$2.59M Sell
12,929
-3,606
-22% -$736K 0.08% 257
2014
Q2
$3.4M Buy
16,535
+12,029
+267% +$2.33M 0.11% 228
2014
Q1
$902K Sell
4,506
-1,202
-21% -$236K 0.03% 533
2013
Q4
$1.24M Buy
+5,708
New +$1.14M 0.04% 458

Other funds holding AMG

Martingale Asset Management's AMG Position: Q1 2026 in Review

Martingale Asset Management reduced its Affiliated Managers Group (AMG) stake by 18% in Q1 2026, selling an estimated $298K and leaving 4,561 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #441.

Martingale Asset Management first reported a position in AMG in Q4 2013 and has held it in 31 quarters since. The position peaked at $15.1M in Q1 2018. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Martingale Asset Management held 4,561 shares of Affiliated Managers Group worth $1.26M as of Q1 2026.
  • Martingale Asset Management sold 988 Affiliated Managers Group shares in Q1 2026, an estimated $298K.
  • Affiliated Managers Group made up 0.03% of Martingale Asset Management's portfolio in Q1 2026, its #441 holding.
  • Martingale Asset Management first reported a position in Affiliated Managers Group in Q4 2013 and has held it in 31 quarters since.
  • Martingale Asset Management's Affiliated Managers Group position peaked at $15.1M in Q1 2018.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.