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Plante Moran Financial Advisors’s Affiliated Managers Group AMG Stock Holding History

Plante Moran Financial 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
2025
Q2 		– Sell
-73
Closed -$12.3K – 776
2025
Q1 		$12.3K Hold
73
– – ﹤0.01% 537
2024
Q4 		$13.5K Hold
73
– – ﹤0.01% 538
2024
Q3 		$13K Hold
73
– – ﹤0.01% 582
2024
Q2 		$11.4K Hold
73
– – ﹤0.01% 566
2024
Q1 		$12.2K Hold
73
– – ﹤0.01% 577
2023
Q4 		$11.1K Hold
73
– – ﹤0.01% 542
2023
Q3 		$9.52K Hold
73
– – ﹤0.01% 533
2023
Q2 		$10.9K Hold
73
– – ﹤0.01% 541
2023
Q1 		$10.4K Hold
73
– – ﹤0.01% 558
2022
Q4 		$11.6K Hold
73
– – ﹤0.01% 558
2022
Q3 		$8K Hold
73
– – ﹤0.01% 609
2022
Q2 		$9K Hold
73
– – ﹤0.01% 618
2022
Q1 		$10K Hold
73
– – ﹤0.01% 591
2021
Q4 		$12K Hold
73
– – ﹤0.01% 654
2021
Q3 		$11K Hold
73
– – ﹤0.01% 669
2021
Q2 		$11K Hold
73
– – ﹤0.01% 661
2021
Q1 		$11K Buy
+73
New +$9.54K ﹤0.01% 630
2017
Q2 		– Sell
-47
Closed -$8K – 829
2017
Q1 		$8K Buy
+47
New +$7.44K ﹤0.01% 607
2016
Q1 		– Sell
-69
Closed -$11K – 856
2015
Q4 		$11K Sell
69
-2
-3% -$344 0.01% 549
2015
Q3 		$12K Hold
71
– – 0.01% 453
2015
Q2 		$16K Sell
71
-2
-3% -$445 0.01% 449
2015
Q1 		$16K Hold
73
– – 0.01% 435
2014
Q4 		$15K Hold
73
– – 0.01% 450
2014
Q3 		$15K Sell
73
-22
-23% -$4.49K 0.01% 451
2014
Q2 		$20K Buy
95
+77
+428% +$14.9K 0.02% 380
2014
Q1 		$4K Hold
18
– – ﹤0.01% 488
2013
Q4 		$4K Hold
18
– – ﹤0.01% 552
2013
Q3 		$3K Hold
18
– – ﹤0.01% 511
2013
Q2 		$3K Buy
+18
New +$2.85K ﹤0.01% 494

Other funds holding AMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Plante Moran Financial Advisors's AMG Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of Affiliated Managers Group (AMG) in Q2 2025, closing a stake of 73 shares — an estimated $12.3K sold.

Plante Moran Financial Advisors first reported a position in AMG in Q2 2013 and held it in 29 quarters. The position peaked at $20K in Q2 2014. 433 funds tracked by Wall St. Rank hold AMG as of Q2 2025.

  • Plante Moran Financial Advisors reported no remaining Affiliated Managers Group position as of Q2 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 73 Affiliated Managers Group shares in Q2 2025, an estimated $12.3K.
  • Plante Moran Financial Advisors first reported a position in Affiliated Managers Group in Q2 2013 and held it in 29 quarters.
  • Plante Moran Financial Advisors's Affiliated Managers Group position peaked at $20K in Q2 2014.
  • 433 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.