NWM
AMG icon

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

Nova 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 		– Sell
-13
Closed -$3.6K – 572
2026
Q1 		$3.6K Hold
13
– – ﹤0.01% 461
2025
Q4 		$3.75K Hold
13
– – ﹤0.01% 456
2025
Q3 		$3.1K Hold
13
– – ﹤0.01% 462
2025
Q2 		$2.56K Buy
+13
New +$2.25K ﹤0.01% 526

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

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

Nova Wealth Management sold out of Affiliated Managers Group (AMG) in Q2 2026, closing a stake of 13 shares — an estimated $3.6K sold.

Nova Wealth Management first reported a position in AMG in Q2 2025 and held it in 4 quarters. The position peaked at $3.75K in Q4 2025. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Nova Wealth Management reported no remaining Affiliated Managers Group position as of Q2 2026 after selling out during the quarter.
  • Nova Wealth Management sold 13 Affiliated Managers Group shares in Q2 2026, an estimated $3.6K.
  • Nova Wealth Management first reported a position in Affiliated Managers Group in Q2 2025 and held it in 4 quarters.
  • Nova Wealth Management's Affiliated Managers Group position peaked at $3.75K in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.