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AMG icon

NewEdge Advisors’s Affiliated Managers Group AMG Stock Holding History

NewEdge 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 		$2.03K Sell
6
-9
-60% -$2.79K ﹤0.01% 3913
2026
Q1 		$4.15K Sell
15
-1,060
-99% -$319K ﹤0.01% 3644
2025
Q4 		$310K Buy
1,075
+1,060
+7,067% +$274K ﹤0.01% 2290
2025
Q3 		$3.58K Hold
15
– – ﹤0.01% 3631
2025
Q2 		$2.95K Hold
15
– – ﹤0.01% 3537
2025
Q1 		$2.52K Hold
15
– – ﹤0.01% 3460
2024
Q4 		$2.77K Hold
15
– – ﹤0.01% 3388
2024
Q3 		$2.67K Hold
15
– – ﹤0.01% 3329
2024
Q2 		$2.34K Sell
15
-100
-87% -$15.9K ﹤0.01% 3299
2024
Q1 		$19.3K Sell
115
-25
-18% -$3.89K ﹤0.01% 2642
2023
Q4 		$21.2K Sell
140
-495
-78% -$66.5K ﹤0.01% 2554
2023
Q3 		$82.8K Sell
635
-2,336
-79% -$327K ﹤0.01% 1910
2023
Q2 		$445K Buy
2,971
+2,458
+479% +$352K 0.01% 1247
2023
Q1 		$73.1K Buy
513
+416
+429% +$65.7K ﹤0.01% 1857
2022
Q4 		$15 Buy
+97
New +$13.7K ﹤0.01% 3639
2018
Q1 		– Sell
-1,166
Closed -$234K – 491
2017
Q4 		$234K Buy
1,166
+85
+8% +$16.5K 0.03% 362
2017
Q3 		$210K Buy
1,081
+997
+1,187% +$177K 0.03% 347
2017
Q2 		$14.5K Buy
+84
New +$13.4K ﹤0.01% 833

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

NewEdge Advisors's AMG Position: Q2 2026 in Review

NewEdge Advisors reduced its Affiliated Managers Group (AMG) stake by 60% in Q2 2026, selling an estimated $2.79K and leaving 6 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #3913.

NewEdge Advisors first reported a position in AMG in Q2 2017 and has held it in 18 quarters since. The position peaked at $445K in Q2 2023. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • NewEdge Advisors held 6 shares of Affiliated Managers Group worth $2.03K as of Q2 2026.
  • NewEdge Advisors sold 9 Affiliated Managers Group shares in Q2 2026, an estimated $2.79K.
  • Affiliated Managers Group made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3913 holding.
  • NewEdge Advisors first reported a position in Affiliated Managers Group in Q2 2017 and has held it in 18 quarters since.
  • NewEdge Advisors's Affiliated Managers Group position peaked at $445K in Q2 2023.
  • 561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

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