Wealth Enhancement Advisory Services
AMG icon

Wealth Enhancement Advisory Services’s Affiliated Managers Group AMG Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$1.43M Buy
3,695
+978
+36% +$355K ﹤0.01% 1914
2026
Q2 		$995K Buy
2,717
+506
+23% +$157K ﹤0.01% 2072
2026
Q1 		$587K Sell
2,211
-1,396
-39% -$421K ﹤0.01% 2188
2025
Q4 		$1.12M Buy
3,607
+1,073
+42% +$277K ﹤0.01% 1881
2025
Q3 		$608K Sell
2,534
-83
-3% -$18.3K ﹤0.01% 2207
2025
Q2 		$527K Sell
2,617
-480
-15% -$83.3K ﹤0.01% 2186
2025
Q1 		$520K Sell
3,097
-104
-3% -$18.1K ﹤0.01% 2038
2024
Q4 		$592K Sell
3,201
-35
-1% -$6.53K ﹤0.01% 1865
2024
Q3 		$575K Sell
3,236
-529
-14% -$89.9K ﹤0.01% 1735
2024
Q2 		$588K Sell
3,765
-3,570
-49% -$568K ﹤0.01% 1553
2024
Q1 		$1.23M Sell
7,335
-240
-3% -$37.3K ﹤0.01% 1142
2023
Q4 		$1.15M Sell
7,575
-371
-5% -$49.8K ﹤0.01% 1112
2023
Q3 		$1.04M Buy
+7,946
New +$1.11M ﹤0.01% 1078

Other funds holding AMG

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
J.V. Bruni & Co
J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Clarkston Capital Partners
Clarkston Capital Partners Rochester, Michigan $1.1B AUM 2.84% 1-Year Est. Return

Wealth Enhancement Advisory Services's AMG Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Affiliated Managers Group (AMG) stake by 36% in Q3 2026, buying an estimated $355K and bringing the position to 3,695 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

Wealth Enhancement Advisory Services first reported a position in AMG in Q3 2023 and has held it in 13 quarters since. 331 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

  • Wealth Enhancement Advisory Services held 3,695 shares of Affiliated Managers Group worth $1.43M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 978 Affiliated Managers Group shares in Q3 2026, an estimated $355K.
  • Affiliated Managers Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1914 holding.
  • Wealth Enhancement Advisory Services first reported a position in Affiliated Managers Group in Q3 2023 and has held it in 13 quarters since.
  • 331 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.