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Nicola Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Nicola 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 		$9.81M Hold
29,000
– – 1.13% 40
2026
Q1 		$8.02M Hold
29,000
– – 0.96% 48
2025
Q4 		$8.36M Hold
29,000
– – 0.76% 48
2025
Q3 		$6.91M Buy
29,000
+7,000
+32% +$1.54M 0.62% 48
2025
Q2 		$4.33M Hold
22,000
– – 0.41% 56
2025
Q1 		$3.7M Buy
22,000
+6,000
+38% +$1.05M 0.36% 59
2024
Q4 		$4.25M Buy
+16,000
New +$2.99M 0.4% 61

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

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

Nicola Wealth Management held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 29,000 shares worth $9.81M. The position accounts for 1.13% of the portfolio, ranked #40.

Nicola Wealth Management first reported a position in AMG in Q4 2024 and has held it in 7 quarters since. 565 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Nicola Wealth Management held 29,000 shares of Affiliated Managers Group worth $9.81M as of Q2 2026.
  • Nicola Wealth Management left its Affiliated Managers Group share count unchanged in Q2 2026.
  • Affiliated Managers Group made up 1.13% of Nicola Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Nicola Wealth Management first reported a position in Affiliated Managers Group in Q4 2024 and has held it in 7 quarters since.
  • 565 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Nicola Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.