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WealthCollab’s Affiliated Managers Group AMG Stock Holding History

WealthCollab’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 		$77.5K Hold
229
– – 0.03% 183
2026
Q1 		$63.4K Buy
229
+66
+40% +$19.9K 0.03% 182
2025
Q4 		$47K Hold
163
– – 0.02% 228
2025
Q3 		$38.9K Hold
163
– – 0.02% 228
2025
Q2 		$32.1K Hold
163
– – 0.02% 241
2025
Q1 		$27.4K Hold
163
– – 0.02% 263
2024
Q4 		$30.1K Hold
163
– – 0.02% 235
2024
Q3 		$29K Hold
163
– – 0.02% 242
2024
Q2 		$25.5K Sell
163
-30
-16% -$4.78K 0.02% 252
2024
Q1 		$32.3K Hold
193
– – 0.02% 208
2023
Q4 		$29.2K Buy
+193
New +$25.9K 0.02% 203

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

WealthCollab's AMG Position: Q2 2026 in Review

WealthCollab held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 229 shares worth $77.5K. The position accounts for 0.03% of the portfolio, ranked #183.

WealthCollab first reported a position in AMG in Q4 2023 and has held it in 11 quarters since. 565 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • WealthCollab held 229 shares of Affiliated Managers Group worth $77.5K as of Q2 2026.
  • WealthCollab left its Affiliated Managers Group share count unchanged in Q2 2026.
  • Affiliated Managers Group made up 0.03% of WealthCollab's portfolio in Q2 2026, its #183 holding.
  • WealthCollab first reported a position in Affiliated Managers Group in Q4 2023 and has held it in 11 quarters since.
  • 565 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.