SWM
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SHP Wealth Management’s Affiliated Managers Group AMG Stock Holding History

SHP 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 		$1.01K Hold
3
– – ﹤0.01% 1583
2026
Q1 		$830 Buy
3
+1
+50% +$301 ﹤0.01% 1505
2025
Q4 		$577 Buy
+2
New +$517 ﹤0.01% 1344

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

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

SHP Wealth Management held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 3 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

SHP Wealth 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.

  • SHP Wealth Management held 3 shares of Affiliated Managers Group worth $1.01K as of Q2 2026.
  • SHP Wealth Management left its Affiliated Managers Group share count unchanged in Q2 2026.
  • Affiliated Managers Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1583 holding.
  • SHP Wealth 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 SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.