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Wealth Watch Advisors’s Affiliated Managers Group AMG Stock Holding History

Wealth Watch Advisors’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
Q1 		– Sell
-9
Closed -$2.6K – 162
2025
Q4 		$2.6K Hold
9
– – ﹤0.01% 629
2025
Q3 		$2.15K Buy
+9
New +$1.98K ﹤0.01% 641

Other funds holding AMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Watch Advisors's AMG Position: Q1 2026 in Review

Wealth Watch Advisors sold out of Affiliated Managers Group (AMG) in Q1 2026, closing a stake of 9 shares — an estimated $2.6K sold.

Wealth Watch Advisors first reported a position in AMG in Q3 2025 and held it in 2 quarters. The position peaked at $2.6K in Q4 2025. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Wealth Watch Advisors reported no remaining Affiliated Managers Group position as of Q1 2026 after selling out during the quarter.
  • Wealth Watch Advisors sold 9 Affiliated Managers Group shares in Q1 2026, an estimated $2.6K.
  • Wealth Watch Advisors first reported a position in Affiliated Managers Group in Q3 2025 and held it in 2 quarters.
  • Wealth Watch Advisors's Affiliated Managers Group position peaked at $2.6K in Q4 2025.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Wealth Watch Advisors's 13F filing for Q1 2026, filed 15 May 2026.