Morgan Stanley’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
Q2
$503M Sell
1,487,219
-245,293
-14% -$76.1M 0.03% 568
2026
Q1
$479M Buy
1,732,512
+26,791
+2% +$8.07M 0.03% 553
2025
Q4
$492M Sell
1,705,721
-235,797
-12% -$60.9M 0.03% 537
2025
Q3
$463M Sell
1,941,518
-75,976
-4% -$16.7M 0.03% 547
2025
Q2
$397M Sell
2,017,494
-277,035
-12% -$48.1M 0.03% 584
2025
Q1
$386M Buy
2,294,529
+14,597
+0.6% +$2.54M 0.03% 567
2024
Q4
$422M Sell
2,279,932
-87,581
-4% -$16.3M 0.03% 536
2024
Q3
$421M Buy
2,367,513
+152,796
+7% +$26M 0.03% 535
2024
Q2
$346M Sell
2,214,717
-279,684
-11% -$44.5M 0.03% 575
2024
Q1
$418M Sell
2,494,401
-92,442
-4% -$14.4M 0.03% 501
2023
Q4
$392M Buy
2,586,843
+112,266
+5% +$15.1M 0.03% 500
2023
Q3
$323M Buy
2,474,577
+41,120
+2% +$5.75M 0.03% 519
2023
Q2
$365M Sell
2,433,457
-321,430
-12% -$46M 0.04% 482
2023
Q1
$392M Sell
2,754,887
-18,054
-0.7% -$2.85M 0.04% 435
2022
Q4
$439M Buy
2,772,941
+2,497,690
+907% +$353M 0.05% 378
2022
Q3
$30.8M Buy
275,251
+38,916
+16% +$4.88M ﹤0.01% 1748
2022
Q2
$27.6M Buy
236,335
+205,123
+657% +$26.4M ﹤0.01% 1933
2022
Q1
$4.4M Sell
31,212
-2,262
-7% -$325K ﹤0.01% 3820
2021
Q4
$5.51M Sell
33,474
-39,103
-54% -$6.56M ﹤0.01% 3620
2021
Q3
$11M Buy
72,577
+21,407
+42% +$3.51M ﹤0.01% 2783
2021
Q2
$7.89M Sell
51,170
-7,377
-13% -$1.18M ﹤0.01% 3271
2021
Q1
$8.73M Sell
58,547
-28,556
-33% -$3.73M ﹤0.01% 2794
2020
Q4
$8.86M Buy
87,103
+76,035
+687% +$6.57M ﹤0.01% 2649
2020
Q3
$757K Sell
11,068
-946
-8% -$66.1K ﹤0.01% 4404
2020
Q2
$895K Sell
12,014
-11,202
-48% -$757K ﹤0.01% 4256
2020
Q1
$1.37M Sell
23,216
-21,000
-47% -$1.57M ﹤0.01% 3692
2019
Q4
$3.75M Sell
44,216
-36,027
-45% -$2.95M ﹤0.01% 3501
2019
Q3
$6.69M Buy
80,243
+59,024
+278% +$4.93M ﹤0.01% 2555
2019
Q2
$1.96M Sell
21,219
-6,805
-24% -$668K ﹤0.01% 3786
2019
Q1
$3M Sell
28,024
-57,096
-67% -$6.07M ﹤0.01% 3218
2018
Q4
$8.29M Sell
85,120
-27,214
-24% -$3.07M ﹤0.01% 2324
2018
Q3
$15.4M Sell
112,334
-36,059
-24% -$5.32M ﹤0.01% 1936
2018
Q2
$22.1M Buy
148,393
+64,059
+76% +$10.6M 0.01% 1549
2018
Q1
$16M Sell
84,334
-41,761
-33% -$8.13M ﹤0.01% 1879
2017
Q4
$25.9M Buy
126,095
+20,129
+19% +$3.9M 0.01% 1448
2017
Q3
$20.1M Buy
105,966
+22,203
+27% +$3.95M 0.01% 1582
2017
Q2
$13.9M Sell
83,763
-30,188
-26% -$4.82M ﹤0.01% 1848
2017
Q1
$18.7M Sell
113,951
-13,463
-11% -$2.13M 0.01% 1634
2016
Q4
$18.5M Sell
127,414
-223,160
-64% -$32.4M 0.01% 1611
2016
Q3
$50.7M Sell
350,574
-288,790
-45% -$41.3M 0.02% 846
2016
Q2
$90M Buy
639,364
+234,864
+58% +$38.4M 0.03% 541
2016
Q1
$65.7M Buy
404,500
+104,935
+35% +$14.6M 0.03% 632
2015
Q4
$47.9M Buy
299,565
+163,296
+120% +$28.1M 0.02% 810
2015
Q3
$23.3M Buy
136,269
+60,280
+79% +$11.9M 0.01% 1257
2015
Q2
$16.6M Sell
75,989
-73,405
-49% -$16.3M 0.01% 1664
2015
Q1
$32.1M Buy
149,394
+80,058
+115% +$16.9M 0.01% 1111
2014
Q4
$14.7M Sell
69,336
-95,398
-58% -$19M 0.01% 1720
2014
Q3
$33M Buy
164,734
+5,998
+4% +$1.22M 0.01% 1071
2014
Q2
$32.6M Buy
158,736
+28,594
+22% +$5.53M 0.01% 1050
2014
Q1
$26M Buy
130,142
+30,813
+31% +$6.05M 0.01% 1165
2013
Q4
$21.5M Sell
99,329
-46,266
-32% -$9.23M 0.01% 1298
2013
Q3
$26.6M Buy
145,595
+5,933
+4% +$1.05M 0.01% 1014
2013
Q2
$22.9M Buy
+139,662
New +$22.1M 0.01% 1090

Other funds holding AMG

Morgan Stanley's AMG Position: Q2 2026 in Review

Morgan Stanley reduced its Affiliated Managers Group (AMG) stake by 14% in Q2 2026, selling an estimated $76.1M and leaving 1,487,219 shares worth $503M. The position accounts for 0.03% of the portfolio, ranked #568.

Morgan Stanley first reported a position in AMG in Q2 2013 and has held it in 53 quarters since. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Morgan Stanley held 1,487,219 shares of Affiliated Managers Group worth $503M as of Q2 2026.
  • Morgan Stanley sold 245,293 Affiliated Managers Group shares in Q2 2026, an estimated $76.1M.
  • Affiliated Managers Group made up 0.03% of Morgan Stanley's portfolio in Q2 2026, its #568 holding.
  • Morgan Stanley first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 53 quarters since.
  • 561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.