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Redwood Investment Management’s Affiliated Managers Group AMG Stock Holding History

Redwood Investment Management’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 		$1.15M Sell
3,397
-397
-10% -$123K 0.11% 188
2026
Q1 		$1.05M Buy
+3,794
New +$1.14M 0.13% 115
2025
Q4 		– Sell
-5,032
Closed -$1.2M – 298
2025
Q3 		$1.2M Sell
5,032
-1,934
-28% -$426K 0.13% 165
2025
Q2 		$1.37M Sell
6,966
-809
-10% -$140K 0.15% 170
2025
Q1 		$1.31M Buy
7,775
+69
+0.9% +$12K 0.14% 202
2024
Q4 		$1.43M Sell
7,706
-1,545
-17% -$288K 0.14% 207
2024
Q3 		$1.63M Buy
9,251
+359
+4% +$61K 0.14% 183
2024
Q2 		$1.42M Sell
8,892
-134
-1% -$21.3K 0.12% 191
2024
Q1 		$1.51M Buy
+9,026
New +$1.4M 0.14% 195
2023
Q3 		– Sell
-10,930
Closed -$1.64M – 325
2023
Q2 		$1.64M Sell
10,930
-89
-0.8% -$12.7K 0.17% 201
2023
Q1 		$1.57M Buy
11,019
+1,751
+19% +$277K 0.17% 157
2022
Q4 		$1.47M Sell
9,268
-1,969
-18% -$279K 0.19% 198
2022
Q3 		$1.26M Buy
11,237
+738
+7% +$92.6K 0.26% 116
2022
Q2 		$1.22M Buy
10,499
+995
+10% +$128K 0.21% 136
2022
Q1 		$1.34M Buy
9,504
+1,472
+18% +$211K 0.2% 153
2021
Q4 		$1.32M Buy
+8,032
New +$1.35M 0.17% 212

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 $3.38T AUM 44.17% 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

Redwood Investment Management's AMG Position: Q2 2026 in Review

Redwood Investment Management reduced its Affiliated Managers Group (AMG) stake by 10% in Q2 2026, selling an estimated $123K and leaving 3,397 shares worth $1.15M. The position accounts for 0.11% of the portfolio, ranked #188.

Redwood Investment Management first reported a position in AMG in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.64M in Q2 2023. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Redwood Investment Management held 3,397 shares of Affiliated Managers Group worth $1.15M as of Q2 2026.
  • Redwood Investment Management sold 397 Affiliated Managers Group shares in Q2 2026, an estimated $123K.
  • Affiliated Managers Group made up 0.11% of Redwood Investment Management's portfolio in Q2 2026, its #188 holding.
  • Redwood Investment Management first reported a position in Affiliated Managers Group in Q4 2021 and has held it in 16 quarters since.
  • Redwood Investment Management's Affiliated Managers Group position peaked at $1.64M in Q2 2023.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.