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Wealthspire Advisors (New York)’s Affiliated Managers Group AMG Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-63
Closed -$15K – 1109
2025
Q3 		$15K Buy
+63
New +$13.9K ﹤0.01% 1828
2019
Q1 		– Sell
-68
Closed -$7K – 84
2018
Q4 		$7K Buy
+68
New +$7.68K ﹤0.01% 579

Other funds holding AMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Wealthspire Advisors (New York)'s AMG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Affiliated Managers Group (AMG) in Q4 2025, closing a stake of 63 shares — an estimated $15K sold.

Wealthspire Advisors (New York) first reported a position in AMG in Q4 2018 and held it in 2 quarters. The position peaked at $15K in Q3 2025. 511 funds tracked by Wall St. Rank hold AMG as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Affiliated Managers Group position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 63 Affiliated Managers Group shares in Q4 2025, an estimated $15K.
  • Wealthspire Advisors (New York) first reported a position in Affiliated Managers Group in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Affiliated Managers Group position peaked at $15K in Q3 2025.
  • 511 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.