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Shelton Capital Management’s Affiliated Managers Group AMG Stock Holding History

Shelton Capital 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
Q1 		$257K Hold
928
– – 0.01% 570
2025
Q4 		$268K Sell
928
-80
-8% -$20.7K 0.01% 535
2025
Q3 		$240K Sell
1,008
-51
-5% -$11.2K 0.01% 592
2025
Q2 		$208K Buy
+1,059
New +$184K ﹤0.01% 654
2025
Q1 		– Sell
-1,125
Closed -$208K – 701
2024
Q4 		$208K Sell
1,125
-146
-11% -$27.2K 0.01% 683
2024
Q3 		$226K Buy
+1,271
New +$216K 0.01% 660
2024
Q2 		– Sell
-1,458
Closed -$244K – 721
2024
Q1 		$244K Hold
1,458
– – 0.01% 625
2023
Q4 		$221K Sell
1,458
-270
-16% -$36.3K 0.01% 649
2023
Q3 		$225K Hold
1,728
– – 0.01% 600
2023
Q2 		$259K Sell
1,728
-183
-10% -$26.2K 0.01% 572
2023
Q1 		$272K Hold
1,911
– – 0.01% 524
2022
Q4 		$303K Sell
1,911
-123
-6% -$17.4K 0.03% 424
2022
Q3 		$228K Sell
2,034
-149
-7% -$18.7K 0.01% 570
2022
Q2 		$255K Hold
2,183
– – 0.01% 553
2022
Q1 		$308K Hold
2,183
– – 0.01% 534
2021
Q4 		$359K Sell
2,183
-180
-8% -$30.2K 0.01% 480
2021
Q3 		$357K Hold
2,363
– – 0.01% 480
2021
Q2 		$364K Sell
2,363
-151
-6% -$24.1K 0.01% 485
2021
Q1 		$375K Sell
2,514
-189
-7% -$24.7K 0.01% 461
2020
Q4 		$275K Buy
+2,703
New +$233K 0.01% 531
2020
Q3 		– Sell
-2,968
Closed -$221K – 760
2020
Q2 		$221K Buy
+2,968
New +$201K 0.01% 559
2014
Q3 		– Sell
-5,774
Closed -$1.19M – 760
2014
Q2 		$1.19M Hold
5,774
– – 0.17% 123
2014
Q1 		$1.16M Hold
5,774
– – 0.17% 119
2013
Q4 		$1.25M Hold
5,774
– – 0.19% 105
2013
Q3 		$1.05M Hold
5,774
– – 0.18% 116
2013
Q2 		$947K Buy
+5,774
New +$913K 0.17% 118

Other funds holding AMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shelton Capital Management's AMG Position: Q1 2026 in Review

Shelton Capital Management held its Affiliated Managers Group (AMG) position steady in Q1 2026 at 928 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #570.

Shelton Capital Management first reported a position in AMG in Q2 2013 and has held it in 26 quarters since. The position peaked at $1.25M in Q4 2013. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Shelton Capital Management held 928 shares of Affiliated Managers Group worth $257K as of Q1 2026.
  • Shelton Capital Management left its Affiliated Managers Group share count unchanged in Q1 2026.
  • Affiliated Managers Group made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #570 holding.
  • Shelton Capital Management first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 26 quarters since.
  • Shelton Capital Management's Affiliated Managers Group position peaked at $1.25M in Q4 2013.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.