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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
Q2 		$301K Sell
889
-39
-4% -$12.1K 0.01% 543
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 $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

Shelton Capital Management's AMG Position: Q2 2026 in Review

Shelton Capital Management reduced its Affiliated Managers Group (AMG) stake by 4.2% in Q2 2026, selling an estimated $12.1K and leaving 889 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #543.

Shelton Capital Management first reported a position in AMG in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.25M in Q4 2013. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Shelton Capital Management held 889 shares of Affiliated Managers Group worth $301K as of Q2 2026.
  • Shelton Capital Management sold 39 Affiliated Managers Group shares in Q2 2026, an estimated $12.1K.
  • Affiliated Managers Group made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #543 holding.
  • Shelton Capital Management first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 27 quarters since.
  • Shelton Capital Management's Affiliated Managers Group position peaked at $1.25M in Q4 2013.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.