PCH
AMG icon

Polar Capital Holdings’s Affiliated Managers Group AMG Stock Holding History

Polar Capital Holdings’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 		$28.9M Sell
85,359
-1,919
-2% -$595K 0.07% 151
2026
Q1 		$24.1M Sell
87,278
-19,967
-19% -$6.02M 0.09% 133
2025
Q4 		$30.9M Buy
107,245
+28,722
+37% +$7.42M 0.12% 125
2025
Q3 		$18.7M Buy
78,523
+39,050
+99% +$8.61M 0.09% 156
2025
Q2 		$7.77M Buy
39,473
+529
+1% +$91.8K 0.04% 213
2025
Q1 		$6.54M Sell
38,944
-17,588
-31% -$3.07M 0.04% 215
2024
Q4 		$10.5M Sell
56,532
-32,000
-36% -$5.97M 0.06% 198
2024
Q3 		$15.7M Buy
88,532
+23,043
+35% +$3.91M 0.08% 164
2024
Q2 		$10.2M Sell
65,489
-627
-0.9% -$99.8K 0.06% 180
2024
Q1 		$11.1M Sell
66,116
-865
-1% -$134K 0.06% 190
2023
Q4 		$10.1M Sell
66,981
-20,703
-24% -$2.78M 0.06% 198
2023
Q3 		$11.4M Sell
87,684
-57,059
-39% -$7.98M 0.08% 176
2023
Q2 		$21.7M Buy
144,743
+1,837
+1% +$263K 0.11% 146
2023
Q1 		$20.4M Buy
142,906
+11,294
+9% +$1.78M 0.13% 138
2022
Q4 		$20.9M Buy
131,612
+2,486
+2% +$352K 0.17% 141
2022
Q3 		$14.4M Sell
129,126
-24,693
-16% -$3.1M 0.09% 164
2022
Q2 		$17.9M Sell
153,819
-4,285
-3% -$551K 0.11% 154
2022
Q1 		$22.3M Buy
158,104
+15,092
+11% +$2.17M 0.1% 160
2021
Q4 		$23.5M Hold
143,012
– – 0.09% 159
2021
Q3 		$21.6M Sell
143,012
-2,807
-2% -$460K 0.09% 165
2021
Q2 		$22.5M Sell
145,819
-29,664
-17% -$4.73M 0.1% 159
2021
Q1 		$26.2M Hold
175,483
– – 0.16% 133
2020
Q4 		$17.8M Buy
+175,483
New +$15.2M 0.11% 170

Other funds holding AMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Polar Capital Holdings's AMG Position: Q2 2026 in Review

Polar Capital Holdings reduced its Affiliated Managers Group (AMG) stake by 2.2% in Q2 2026, selling an estimated $595K and leaving 85,359 shares worth $28.9M. The position accounts for 0.07% of the portfolio, ranked #151.

Polar Capital Holdings first reported a position in AMG in Q4 2020 and has held it in 23 quarters since. The position peaked at $30.9M in Q4 2025. 565 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Polar Capital Holdings held 85,359 shares of Affiliated Managers Group worth $28.9M as of Q2 2026.
  • Polar Capital Holdings sold 1,919 Affiliated Managers Group shares in Q2 2026, an estimated $595K.
  • Affiliated Managers Group made up 0.07% of Polar Capital Holdings's portfolio in Q2 2026, its #151 holding.
  • Polar Capital Holdings first reported a position in Affiliated Managers Group in Q4 2020 and has held it in 23 quarters since.
  • Polar Capital Holdings's Affiliated Managers Group position peaked at $30.9M in Q4 2025.
  • 565 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Polar Capital Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.