ORG Partners’s Affiliated Managers Group AMG Stock Holding History

ORG Partners’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
2025 Q2	–	Sell	-7	Closed	-$1.19K	–	1530
2025 Q1	$1.19K	Buy	+7	New	+$1.22K	﹤0.01%	1148

Other funds holding AMG

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ORG Partners's AMG Position: Q2 2025 in Review

ORG Partners sold out of Affiliated Managers Group (AMG) in Q2 2025, closing a stake of 7 shares — an estimated $1.19K sold.

ORG Partners first reported a position in AMG in Q1 2025 and held it in 1 quarter. The position peaked at $1.19K in Q1 2025. 433 funds tracked by Wall St. Rank hold AMG as of Q2 2025.

ORG Partners reported no remaining Affiliated Managers Group position as of Q2 2025 after selling out during the quarter.
ORG Partners sold 7 Affiliated Managers Group shares in Q2 2025, an estimated $1.19K.
ORG Partners first reported a position in Affiliated Managers Group in Q1 2025 and held it in 1 quarter.
ORG Partners's Affiliated Managers Group position peaked at $1.19K in Q1 2025.
433 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2025.

Based on ORG Partners's 13F filing for Q2 2025, filed 16 Jul 2025.