TWD
AMG icon

True Wealth Design’s Affiliated Managers Group AMG Stock Holding History

True Wealth Design’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 		$7.78K Hold
23
– – ﹤0.01% 1165
2026
Q1 		$6.42K Buy
23
+1
+5% +$301 ﹤0.01% 1118
2025
Q4 		$6.4K Sell
22
-1
-4% -$258 ﹤0.01% 996
2025
Q3 		$5.53K Buy
23
+13
+130% +$2.87K ﹤0.01% 1048
2025
Q2 		$1.97K Buy
10
+7
+233% +$1.21K ﹤0.01% 1192
2025
Q1 		$505 Buy
+3
New +$523 ﹤0.01% 1534
2024
Q4 		– Sell
-21
Closed -$3.73K – 1355
2024
Q3 		$3.73K Sell
21
-5,393
-100% -$916K ﹤0.01% 636
2024
Q2 		$846K Buy
5,414
+24
+0.4% +$3.82K 0.21% 65
2024
Q1 		$903K Sell
5,390
-142
-3% -$22.1K 0.23% 53
2023
Q4 		$838K Buy
5,532
+398
+8% +$53.5K 0.24% 58
2023
Q3 		$669K Buy
5,134
+177
+4% +$24.8K 0.22% 92
2023
Q2 		$743K Buy
4,957
+49
+1% +$7.01K 0.27% 83
2023
Q1 		$699K Buy
4,908
+99
+2% +$15.6K 0.29% 95
2022
Q4 		$762K Buy
+4,809
New +$680K 0.35% 65

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

True Wealth Design's AMG Position: Q2 2026 in Review

True Wealth Design held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 23 shares worth $7.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

True Wealth Design first reported a position in AMG in Q4 2022 and has held it in 14 quarters since. The position peaked at $903K in Q1 2024. 562 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • True Wealth Design held 23 shares of Affiliated Managers Group worth $7.78K as of Q2 2026.
  • True Wealth Design left its Affiliated Managers Group share count unchanged in Q2 2026.
  • Affiliated Managers Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1165 holding.
  • True Wealth Design first reported a position in Affiliated Managers Group in Q4 2022 and has held it in 14 quarters since.
  • True Wealth Design's Affiliated Managers Group position peaked at $903K in Q1 2024.
  • 562 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.