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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
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 $1.66T 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 $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's AMG Position: Q1 2026 in Review

SHP Wealth Management increased its Affiliated Managers Group (AMG) stake by 50% in Q1 2026, buying an estimated $301 and bringing the position to 3 shares worth $830. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

SHP Wealth Management first reported a position in AMG in Q4 2025 and has held it in 2 quarters since. 544 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • SHP Wealth Management held 3 shares of Affiliated Managers Group worth $830 as of Q1 2026.
  • SHP Wealth Management bought 1 Affiliated Managers Group share in Q1 2026, an estimated $301.
  • Affiliated Managers Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1505 holding.
  • SHP Wealth Management first reported a position in Affiliated Managers Group in Q4 2025 and has held it in 2 quarters since.
  • 544 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.