OneDigital Investment Advisors’s Affiliated Managers Group AMG Stock Holding History

OneDigital Investment 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 Q1	$1.41M	Sell	5,102 -271	-5%	-$81.7K	0.01%	575
2025 Q4	$1.55M	Sell	5,373 -52	-1%	-$13.4K	0.02%	538
2025 Q3	$1.29M	Sell	5,425 -87	-2%	-$19.2K	0.01%	570
2025 Q2	$1.08M	Buy	5,512 +4	+0.1%	+$694	0.01%	613
2025 Q1	$926K	Buy	5,508 +506	+10%	+$88.2K	0.01%	630
2024 Q4	$925K	Buy	5,002 +290	+6%	+$54.1K	0.01%	661
2024 Q3	$838K	Buy	4,712 +90	+2%	+$15.3K	0.01%	723
2024 Q2	$722K	Buy	4,622 +458	+11%	+$72.9K	0.01%	740
2024 Q1	$697K	Buy	4,164 +94	+2%	+$14.6K	0.01%	620
2023 Q4	$616K	Sell	4,070 -104	-2%	-$14K	0.01%	641
2023 Q3	$544K	Buy	4,174 +48	+1%	+$6.71K	0.01%	609
2023 Q2	$618K	Sell	4,126 -47	-1%	-$6.73K	0.01%	562
2023 Q1	$594K	Buy	+4,173	New	+$659K	0.01%	554

Other funds holding AMG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OneDigital Investment Advisors's AMG Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its Affiliated Managers Group (AMG) stake by 5% in Q1 2026, selling an estimated $81.7K and leaving 5,102 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #575.

OneDigital Investment Advisors first reported a position in AMG in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.55M in Q4 2025. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

OneDigital Investment Advisors held 5,102 shares of Affiliated Managers Group worth $1.41M as of Q1 2026.
OneDigital Investment Advisors sold 271 Affiliated Managers Group shares in Q1 2026, an estimated $81.7K.
Affiliated Managers Group made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #575 holding.
OneDigital Investment Advisors first reported a position in Affiliated Managers Group in Q1 2023 and has held it in 13 quarters since.
OneDigital Investment Advisors's Affiliated Managers Group position peaked at $1.55M in Q4 2025.
543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.