Welch & Forbes’s Affiliated Managers Group AMG Stock Holding History

Welch & Forbes’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	$1.38M	Buy	4,072 +572	+16%	+$177K	0.02%	210
2026 Q1	$968K	Hold	3,500	–	–	0.01%	223
2025 Q4	$1.01M	Hold	3,500	–	–	0.01%	227
2025 Q3	$835K	Hold	3,500	–	–	0.01%	239
2025 Q2	$689K	Hold	3,500	–	–	0.01%	253
2025 Q1	$588K	Sell	3,500 -150	-4%	-$26.1K	0.01%	258
2024 Q4	$675K	Hold	3,650	–	–	0.01%	257
2024 Q3	$649K	Hold	3,650	–	–	0.01%	259
2024 Q2	$566K	Hold	3,650	–	–	0.01%	270
2024 Q1	$611K	Hold	3,650	–	–	0.01%	267
2023 Q4	$553K	Hold	3,650	–	–	0.01%	271
2023 Q3	$476K	Hold	3,650	–	–	0.01%	284
2023 Q2	$547K	Hold	3,650	–	–	0.01%	281
2023 Q1	$520K	Sell	3,650 -1,000	-22%	-$158K	0.01%	271
2022 Q4	$737K	Buy	4,650 +750	+19%	+$106K	0.01%	246
2022 Q3	$436K	Hold	3,900	–	–	0.01%	288
2022 Q2	$455K	Hold	3,900	–	–	0.01%	292
2022 Q1	$550K	Hold	3,900	–	–	0.01%	284
2021 Q4	$641K	Hold	3,900	–	–	0.01%	267
2021 Q3	$589K	Hold	3,900	–	–	0.01%	272
2021 Q2	$602K	Hold	3,900	–	–	0.01%	278
2021 Q1	$581K	Hold	3,900	–	–	0.01%	264
2020 Q4	$397K	Sell	3,900 -200	-5%	-$17.3K	0.01%	301
2020 Q3	$280K	Hold	4,100	–	–	0.01%	311
2020 Q2	$306K	Hold	4,100	–	–	0.01%	293
2020 Q1	$242K	Sell	4,100 -150	-4%	-$11.2K	0.01%	298
2019 Q4	$360K	Sell	4,250 -111	-3%	-$9.1K	0.01%	289
2019 Q3	$364K	Hold	4,361	–	–	0.01%	291
2019 Q2	$401K	Buy	4,361 +600	+16%	+$58.9K	0.01%	277
2019 Q1	$403K	Hold	3,761	–	–	0.01%	278
2018 Q4	$366K	Sell	3,761 -3	-0.1%	-$339	0.01%	273
2018 Q3	$515K	Sell	3,764 -257	-6%	-$38K	0.01%	253
2018 Q2	$598K	Buy	4,021 +250	+7%	+$41.2K	0.02%	237
2018 Q1	$715K	Sell	3,771 -21	-0.6%	-$4.09K	0.02%	226
2017 Q4	$778K	Buy	3,792 +18	+0.5%	+$3.49K	0.02%	203
2017 Q3	$716K	Sell	3,774 -150	-4%	-$26.7K	0.02%	213
2017 Q2	$650K	Sell	3,924 -153	-4%	-$24.4K	0.02%	219
2017 Q1	$668K	Buy	4,077 +3	+0.1%	+$475	0.02%	216
2016 Q4	$592K	Buy	+4,074	New	+$592K	0.02%	223
2016 Q3	–	Sell	-4,074	Closed	-$574K	–	315
2016 Q2	$574K	Hold	4,074	–	–	0.02%	232
2016 Q1	$662K	Buy	4,074 +44	+1%	+$6.14K	0.02%	221
2015 Q4	$644K	Buy	4,030 +700	+21%	+$120K	0.02%	216
2015 Q3	$570K	Sell	3,330 -400	-11%	-$78.7K	0.02%	234
2015 Q2	$815K	Hold	3,730	–	–	0.03%	209
2015 Q1	$801K	Hold	3,730	–	–	0.02%	218
2014 Q4	$792K	Hold	3,730	–	–	0.02%	225
2014 Q3	$747K	Sell	3,730 -20	-0.5%	-$4.08K	0.02%	224
2014 Q2	$771K	Buy	3,750 +700	+23%	+$135K	0.02%	211
2014 Q1	$610K	Hold	3,050	–	–	0.02%	239
2013 Q4	$662K	Hold	3,050	–	–	0.02%	221
2013 Q3	$557K	Hold	3,050	–	–	0.02%	242
2013 Q2	$500K	Buy	+3,050	New	+$482K	0.02%	234

Other funds holding AMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Welch & Forbes's AMG Position: Q2 2026 in Review

Welch & Forbes increased its Affiliated Managers Group (AMG) stake by 16% in Q2 2026, buying an estimated $177K and bringing the position to 4,072 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #210.

Welch & Forbes first reported a position in AMG in Q2 2013 and has held it in 52 quarters since. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Welch & Forbes held 4,072 shares of Affiliated Managers Group worth $1.38M as of Q2 2026.
Welch & Forbes bought 572 Affiliated Managers Group shares in Q2 2026, an estimated $177K.
Affiliated Managers Group made up 0.02% of Welch & Forbes's portfolio in Q2 2026, its #210 holding.
Welch & Forbes first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 52 quarters since.
561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.