Sheets Smith Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Sheets Smith 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	$415K	Hold	1,227	–	–	0.04%	318
2026 Q1	$340K	Hold	1,227	–	–	0.04%	334
2025 Q4	$354K	Hold	1,227	–	–	0.04%	325
2025 Q3	$293K	Hold	1,227	–	–	0.03%	350
2025 Q2	$241K	Hold	1,227	–	–	0.03%	371
2025 Q1	$206K	Hold	1,227	–	–	0.03%	343
2024 Q4	$227K	Hold	1,227	–	–	0.03%	357
2024 Q3	$218K	Buy	+1,227	New	+$208K	0.03%	352
2024 Q2	–	Sell	-2,454	Closed	-$411K	–	380
2024 Q1	$411K	Buy	+2,454	New	+$382K	0.05%	282
2022 Q1	–	Sell	-1,227	Closed	-$202K	–	356
2021 Q4	$202K	Buy	+1,227	New	+$206K	0.03%	361
2018 Q2	–	Sell	-1,227	Closed	-$233K	–	305
2018 Q1	$233K	Hold	1,227	–	–	0.06%	282
2017 Q4	$252K	Hold	1,227	–	–	0.06%	288
2017 Q3	$233K	Hold	1,227	–	–	0.06%	287
2017 Q2	$204K	Hold	1,227	–	–	0.05%	283
2017 Q1	$201K	Buy	+1,227	New	+$194K	0.05%	277
2015 Q4	–	Sell	-1,227	Closed	-$210K	–	231
2015 Q3	$210K	Hold	1,227	–	–	0.07%	195
2015 Q2	$268K	Hold	1,227	–	–	0.07%	203
2015 Q1	$264K	Hold	1,227	–	–	0.07%	201
2014 Q4	$260K	Hold	1,227	–	–	0.07%	210
2014 Q3	$246K	Hold	1,227	–	–	0.07%	210
2014 Q2	$252K	Hold	1,227	–	–	0.07%	222
2014 Q1	$245K	Hold	1,227	–	–	0.07%	210
2013 Q4	$266K	Hold	1,227	–	–	0.07%	222
2013 Q3	$224K	Sell	1,227 -2,450	-67%	-$435K	0.07%	218
2013 Q2	$603K	Buy	+3,677	New	+$582K	0.2%	140

Other funds holding AMG

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Sheets Smith Wealth Management's AMG Position: Q2 2026 in Review

Sheets Smith Wealth Management held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 1,227 shares worth $415K. The position accounts for 0.04% of the portfolio, ranked #318.

Sheets Smith Wealth Management first reported a position in AMG in Q2 2013 and has held it in 25 quarters since. The position peaked at $603K in Q2 2013. 564 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Sheets Smith Wealth Management held 1,227 shares of Affiliated Managers Group worth $415K as of Q2 2026.
Sheets Smith Wealth Management left its Affiliated Managers Group share count unchanged in Q2 2026.
Affiliated Managers Group made up 0.04% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #318 holding.
Sheets Smith Wealth Management first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 25 quarters since.
Sheets Smith Wealth Management's Affiliated Managers Group position peaked at $603K in Q2 2013.
564 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.