Tortoise Investment Management’s Affiliated Managers Group AMG Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-13	Closed	-$3.1K	–	299
2025 Q3	$3.1K	Buy	13 +2	+18%	+$441	﹤0.01%	789
2025 Q2	$2.16K	Buy	11 +3	+38%	+$520	﹤0.01%	783
2025 Q1	$1.34K	Hold	8	–	–	﹤0.01%	736
2024 Q4	$1.48K	Hold	8	–	–	﹤0.01%	782
2024 Q3	$1.42K	Sell	8 -6	-43%	-$1.02K	﹤0.01%	796
2024 Q2	$2.19K	Hold	14	–	–	﹤0.01%	776
2024 Q1	$2.35K	Buy	+14	New	+$2.18K	﹤0.01%	758
2016 Q1	–	Sell	-5	Closed	-$1K	–	395
2015 Q4	$1K	Hold	5	–	–	﹤0.01%	388
2015 Q3	$1K	Hold	5	–	–	﹤0.01%	377
2015 Q2	$1K	Hold	5	–	–	﹤0.01%	407
2015 Q1	$1K	Hold	5	–	–	﹤0.01%	394
2014 Q4	$1K	Buy	+5	New	+$993	﹤0.01%	441

Other funds holding AMG

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

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

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

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

Tortoise Investment Management's AMG Position: Q4 2025 in Review

Tortoise Investment Management sold out of Affiliated Managers Group (AMG) in Q4 2025, closing a stake of 13 shares — an estimated $3.1K sold.

Tortoise Investment Management first reported a position in AMG in Q4 2014 and held it in 12 quarters. The position peaked at $3.1K in Q3 2025. 509 funds tracked by Wall St. Rank hold AMG as of Q4 2025.

Tortoise Investment Management reported no remaining Affiliated Managers Group position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 13 Affiliated Managers Group shares in Q4 2025, an estimated $3.1K.
Tortoise Investment Management first reported a position in Affiliated Managers Group in Q4 2014 and held it in 12 quarters.
Tortoise Investment Management's Affiliated Managers Group position peaked at $3.1K in Q3 2025.
509 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.