VT
AMG icon

Vise Technologies’s Affiliated Managers Group AMG Stock Holding History

Vise Technologies’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 		– Sell
-5,233
Closed -$1.51M – 1807
2026
Q1 		$1.51M Hold
5,233
– – 0.03% 451
2025
Q4 		$1.51M Buy
5,233
+377
+8% +$97.4K 0.03% 452
2025
Q3 		$1.16M Sell
4,856
-275
-5% -$60.6K 0.04% 392
2025
Q2 		$1.01M Buy
+5,131
New +$890K 0.04% 428
2024
Q4 		$224K Buy
+1,212
New +$226K 0.02% 720

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

Vise Technologies's AMG Position: Q2 2026 in Review

Vise Technologies sold out of Affiliated Managers Group (AMG) in Q2 2026, closing a stake of 5,233 shares — an estimated $1.51M sold.

Vise Technologies first reported a position in AMG in Q4 2024 and held it in 5 quarters. The position peaked at $1.51M in Q1 2026. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Vise Technologies reported no remaining Affiliated Managers Group position as of Q2 2026 after selling out during the quarter.
  • Vise Technologies sold 5,233 Affiliated Managers Group shares in Q2 2026, an estimated $1.51M.
  • Vise Technologies first reported a position in Affiliated Managers Group in Q4 2024 and held it in 5 quarters.
  • Vise Technologies's Affiliated Managers Group position peaked at $1.51M in Q1 2026.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.