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Mount Yale Investment Advisors’s Affiliated Managers Group AMG Stock Holding History

Mount Yale Investment Advisors’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 		$266K Sell
785
-14
-2% -$4.34K ﹤0.01% 1029
2026
Q1 		$221K Buy
+799
New +$241K 0.01% 1016

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's AMG Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Affiliated Managers Group (AMG) stake by 1.8% in Q2 2026, selling an estimated $4.34K and leaving 785 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Mount Yale Investment Advisors first reported a position in AMG in Q1 2026 and has held it in 2 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Mount Yale Investment Advisors held 785 shares of Affiliated Managers Group worth $266K as of Q2 2026.
  • Mount Yale Investment Advisors sold 14 Affiliated Managers Group shares in Q2 2026, an estimated $4.34K.
  • Affiliated Managers Group made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1029 holding.
  • Mount Yale Investment Advisors first reported a position in Affiliated Managers Group in Q1 2026 and has held it in 2 quarters since.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.