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

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

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. 565 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.
  • 565 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.