MWM
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Moran Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Moran Wealth 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 		$15.4M Buy
45,453
+22,261
+96% +$6.9M 0.42% 67
2026
Q1 		$6.42M Sell
23,192
-622
-3% -$187K 0.2% 164
2025
Q4 		$6.87M Sell
23,814
-1,587
-6% -$410K 0.21% 148
2025
Q3 		$6.06M Sell
25,401
-249
-1% -$54.9K 0.18% 147
2025
Q2 		$5.05M Buy
25,650
+9,018
+54% +$1.56M 0.16% 184
2025
Q1 		$2.79M Buy
+16,632
New +$2.9M 0.09% 242

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

Moran Wealth Management's AMG Position: Q2 2026 in Review

Moran Wealth Management increased its Affiliated Managers Group (AMG) stake by 96% in Q2 2026, buying an estimated $6.9M and bringing the position to 45,453 shares worth $15.4M. The position accounts for 0.42% of the portfolio, ranked #67.

Moran Wealth Management first reported a position in AMG in Q1 2025 and has held it in 6 quarters since. 564 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Moran Wealth Management held 45,453 shares of Affiliated Managers Group worth $15.4M as of Q2 2026.
  • Moran Wealth Management bought 22,261 Affiliated Managers Group shares in Q2 2026, an estimated $6.9M.
  • Affiliated Managers Group made up 0.42% of Moran Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Moran Wealth Management first reported a position in Affiliated Managers Group in Q1 2025 and has held it in 6 quarters since.
  • 564 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.