One Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History

One Wealth 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	$212K	Sell	627 -280	-31%	-$86.8K	0.02%	311
2026 Q1	$251K	Buy	+907	New	+$273K	0.03%	267
2023 Q1	–	Sell	-674	Closed	-$107K	–	217
2022 Q4	$107K	Buy	+674	New	+$95.3K	0.02%	282
2019 Q2	–	Sell	-51	Closed	-$5K	–	136
2019 Q1	$5K	Buy	+51	New	+$5.42K	﹤0.01%	358
2018 Q4	–	Sell	-122	Closed	-$17K	–	120
2018 Q3	$17K	Sell	122 -11	-8%	-$1.62K	0.01%	326
2018 Q2	$20K	Sell	133 -450	-77%	-$74.2K	0.02%	308
2018 Q1	$111K	Sell	583 -37	-6%	-$7.21K	0.1%	163
2017 Q4	$127K	Buy	+620	New	+$120K	0.1%	168

Other funds holding AMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

One Wealth Advisors's AMG Position: Q2 2026 in Review

One Wealth Advisors reduced its Affiliated Managers Group (AMG) stake by 31% in Q2 2026, selling an estimated $86.8K and leaving 627 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #311.

One Wealth Advisors first reported a position in AMG in Q4 2017 and has held it in 8 quarters since. The position peaked at $251K in Q1 2026. 564 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

One Wealth Advisors held 627 shares of Affiliated Managers Group worth $212K as of Q2 2026.
One Wealth Advisors sold 280 Affiliated Managers Group shares in Q2 2026, an estimated $86.8K.
Affiliated Managers Group made up 0.02% of One Wealth Advisors's portfolio in Q2 2026, its #311 holding.
One Wealth Advisors first reported a position in Affiliated Managers Group in Q4 2017 and has held it in 8 quarters since.
One Wealth Advisors's Affiliated Managers Group position peaked at $251K in Q1 2026.
564 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

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