NWM
AMG icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return