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

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

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

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 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.