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Moody Aldrich Partners’s Affiliated Managers Group AMG Stock Holding History

Moody Aldrich 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
2026
Q2 		$5.11M Hold
15,111
– – 0.92% 45
2026
Q1 		$4.18M Hold
15,111
– – 0.75% 60
2025
Q4 		$4.36M Hold
15,111
– – 0.81% 51
2025
Q3 		$3.6M Buy
15,111
+7,189
+91% +$1.58M 0.68% 76
2025
Q2 		$1.56M Sell
7,922
-3,026
-28% -$525K 0.3% 100
2025
Q1 		$1.84M Hold
10,948
– – 0.39% 93
2024
Q4 		$2.02M Buy
+10,948
New +$2.04M 0.38% 94

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

Moody Aldrich Partners's AMG Position: Q2 2026 in Review

Moody Aldrich Partners held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 15,111 shares worth $5.11M. The position accounts for 0.92% of the portfolio, ranked #45.

Moody Aldrich Partners 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.

  • Moody Aldrich Partners held 15,111 shares of Affiliated Managers Group worth $5.11M as of Q2 2026.
  • Moody Aldrich Partners left its Affiliated Managers Group share count unchanged in Q2 2026.
  • Affiliated Managers Group made up 0.92% of Moody Aldrich Partners's portfolio in Q2 2026, its #45 holding.
  • Moody Aldrich Partners 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 Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.