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Sagewood Asset Management’s Affiliated Managers Group AMG Stock Holding History

Sagewood Asset 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 		$385K Sell
1,139
-52
-4% -$16.1K 0.09% 235
2026
Q1 		$330K Buy
1,191
+321
+37% +$96.7K 0.1% 202
2025
Q4 		$251K Buy
+870
New +$225K 0.09% 205

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

Sagewood Asset Management's AMG Position: Q2 2026 in Review

Sagewood Asset Management reduced its Affiliated Managers Group (AMG) stake by 4.4% in Q2 2026, selling an estimated $16.1K and leaving 1,139 shares worth $385K. The position accounts for 0.09% of the portfolio, ranked #235.

Sagewood Asset Management first reported a position in AMG in Q4 2025 and has held it in 3 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Sagewood Asset Management held 1,139 shares of Affiliated Managers Group worth $385K as of Q2 2026.
  • Sagewood Asset Management sold 52 Affiliated Managers Group shares in Q2 2026, an estimated $16.1K.
  • Affiliated Managers Group made up 0.09% of Sagewood Asset Management's portfolio in Q2 2026, its #235 holding.
  • Sagewood Asset Management first reported a position in Affiliated Managers Group in Q4 2025 and has held it in 3 quarters since.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.