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
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

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CA
CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return

Wealth Enhancement Advisory Services's AMG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Affiliated Managers Group (AMG) stake by 23% in Q2 2026, buying an estimated $157K and bringing the position to 2,717 shares worth $995K. The position accounts for ﹤0.01% of the portfolio, ranked #2072.

Wealth Enhancement Advisory Services first reported a position in AMG in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.23M in Q1 2024. 86 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 2,717 shares of Affiliated Managers Group worth $995K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 506 Affiliated Managers Group shares in Q2 2026, an estimated $157K.
  • Affiliated Managers Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2072 holding.
  • Wealth Enhancement Advisory Services first reported a position in Affiliated Managers Group in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Affiliated Managers Group position peaked at $1.23M in Q1 2024.
  • 86 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.