RWM
AMG icon

Ritholtz Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Ritholtz Wealth 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 		$3.22M Buy
9,502
+2,016
+27% +$625K 0.05% 296
2026
Q1 		$2.07M Buy
7,486
+4,073
+119% +$1.23M 0.04% 370
2025
Q4 		$984K Buy
3,413
+762
+29% +$197K 0.02% 530
2025
Q3 		$632K Buy
2,651
+1,315
+98% +$290K 0.01% 616
2025
Q2 		$263K Sell
1,336
-317
-19% -$55K 0.01% 838
2025
Q1 		$278K Sell
1,653
-225
-12% -$39.2K 0.01% 767
2024
Q4 		$347K Buy
1,878
+504
+37% +$94.1K 0.01% 665
2024
Q3 		$244K Buy
+1,374
New +$233K 0.01% 760
2023
Q2 		– Sell
-1,558
Closed -$222K – 667
2023
Q1 		$222K Buy
1,558
+169
+12% +$26.7K 0.01% 584
2022
Q4 		$220K Buy
+1,389
New +$196K 0.01% 519

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

Ritholtz Wealth Management's AMG Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Affiliated Managers Group (AMG) stake by 27% in Q2 2026, buying an estimated $625K and bringing the position to 9,502 shares worth $3.22M. The position accounts for 0.05% of the portfolio, ranked #296.

Ritholtz Wealth Management first reported a position in AMG in Q4 2022 and has held it in 10 quarters since. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Ritholtz Wealth Management held 9,502 shares of Affiliated Managers Group worth $3.22M as of Q2 2026.
  • Ritholtz Wealth Management bought 2,016 Affiliated Managers Group shares in Q2 2026, an estimated $625K.
  • Affiliated Managers Group made up 0.05% of Ritholtz Wealth Management's portfolio in Q2 2026, its #296 holding.
  • Ritholtz Wealth Management first reported a position in Affiliated Managers Group in Q4 2022 and has held it in 10 quarters since.
  • 561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.