MEG
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Millstone Evans Group’s Affiliated Managers Group AMG Stock Holding History

Millstone Evans Group’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 		$80.9K Buy
239
+129
+117% +$40K 0.04% 261
2026
Q1 		$30.4K Hold
110
– – 0.02% 418
2025
Q4 		$31.7K Sell
110
-66
-38% -$17.1K 0.02% 412
2025
Q3 		$42K Buy
176
+52
+42% +$11.5K 0.03% 340
2025
Q2 		$24.4K Sell
124
-44
-26% -$7.63K 0.02% 420
2025
Q1 		$28.2K Buy
168
+102
+155% +$17.8K 0.02% 398
2024
Q4 		$12.2K Buy
+66
New +$12.3K 0.01% 476

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

Millstone Evans Group's AMG Position: Q2 2026 in Review

Millstone Evans Group increased its Affiliated Managers Group (AMG) stake by 117% in Q2 2026, buying an estimated $40K and bringing the position to 239 shares worth $80.9K. The position accounts for 0.04% of the portfolio, ranked #261.

Millstone Evans Group first reported a position in AMG in Q4 2024 and has held it in 7 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Millstone Evans Group held 239 shares of Affiliated Managers Group worth $80.9K as of Q2 2026.
  • Millstone Evans Group bought 129 Affiliated Managers Group shares in Q2 2026, an estimated $40K.
  • Affiliated Managers Group made up 0.04% of Millstone Evans Group's portfolio in Q2 2026, its #261 holding.
  • Millstone Evans Group first reported a position in Affiliated Managers Group in Q4 2024 and has held it in 7 quarters since.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.