Wellington Management Group’s Affiliated Managers Group AMG Stock Holding History

Wellington Management Group’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	$6.85M	Sell	20,256 -347	-2%	-$108K	﹤0.01%	1394
2026 Q1	$5.7M	Buy	+20,603	New	+$6.21M	﹤0.01%	1384
2025 Q2	–	Sell	-7,243	Closed	-$1.22M	–	1938
2025 Q1	$1.22M	Sell	7,243 -416	-5%	-$72.5K	﹤0.01%	1664
2024 Q4	$1.42M	Sell	7,659 -6,137	-44%	-$1.15M	﹤0.01%	1653
2024 Q3	$2.45M	Sell	13,796 -1,188	-8%	-$202K	﹤0.01%	1502
2024 Q2	$2.34M	Sell	14,984 -1,429	-9%	-$228K	﹤0.01%	1484
2024 Q1	$2.75M	Sell	16,413 -643	-4%	-$100K	﹤0.01%	1457
2023 Q4	$2.58M	Sell	17,056 -681	-4%	-$91.5K	﹤0.01%	1440
2023 Q3	$2.31M	Sell	17,737 -762	-4%	-$107K	﹤0.01%	1447
2023 Q2	$2.77M	Sell	18,499 -7,546	-29%	-$1.08M	﹤0.01%	1410
2023 Q1	$3.71M	Sell	26,045 -7,194	-22%	-$1.14M	﹤0.01%	1356
2022 Q4	$5.27M	Sell	33,239 -774	-2%	-$109K	﹤0.01%	1259
2022 Q3	$3.8M	Sell	34,013 -1,031	-3%	-$129K	﹤0.01%	1357
2022 Q2	$4.09M	Buy	35,044 +9,615	+38%	+$1.24M	﹤0.01%	1382
2022 Q1	$3.58M	Sell	25,429 -1,996	-7%	-$287K	﹤0.01%	1469
2021 Q4	$4.51M	Buy	27,425 +15,910	+138%	+$2.67M	﹤0.01%	1491
2021 Q3	$1.74M	Buy	11,515 +6,742	+141%	+$1.1M	﹤0.01%	1704
2021 Q2	$736K	Buy	4,773 +1,802	+61%	+$287K	﹤0.01%	1830
2021 Q1	$443K	Sell	2,971 -1,574	-35%	-$206K	﹤0.01%	1885
2020 Q4	$462K	Sell	4,545 -10,598	-70%	-$915K	﹤0.01%	1731
2020 Q3	$1.04M	Sell	15,143 -3,330	-18%	-$233K	﹤0.01%	1541
2020 Q2	$1.38M	Buy	18,473 +7,051	+62%	+$477K	﹤0.01%	1431
2020 Q1	$676K	Sell	11,422 -18,300	-62%	-$1.37M	﹤0.01%	1630
2019 Q4	$2.52M	Buy	29,722 +13,466	+83%	+$1.1M	﹤0.01%	1497
2019 Q3	$1.35M	Buy	16,256 +8,929	+122%	+$746K	﹤0.01%	1675
2019 Q2	$674K	Sell	7,327 -115	-2%	-$11.3K	﹤0.01%	1852
2019 Q1	$797K	Buy	7,442 +1,467	+25%	+$156K	﹤0.01%	1815
2018 Q4	$583K	Buy	5,975 +3,409	+133%	+$385K	﹤0.01%	1886
2018 Q3	$351K	Buy	2,566 +1,050	+69%	+$155K	﹤0.01%	2108
2018 Q2	$225K	Sell	1,516 -14,001	-90%	-$2.31M	﹤0.01%	2175
2018 Q1	$2.94M	Buy	15,517 +11,447	+281%	+$2.23M	﹤0.01%	1635
2017 Q4	$836K	Sell	4,070 -13,125	-76%	-$2.54M	﹤0.01%	1934
2017 Q3	$3.26M	Buy	17,195 +704	+4%	+$125K	﹤0.01%	1598
2017 Q2	$2.73M	Sell	16,491 -13,634	-45%	-$2.18M	﹤0.01%	1618
2017 Q1	$4.94M	Buy	+30,125	New	+$4.77M	﹤0.01%	1453
2016 Q2	–	Sell	-2,080	Closed	-$338K	–	2081
2016 Q1	$338K	Buy	+2,080	New	+$290K	﹤0.01%	2017
2014 Q2	–	Sell	-30,528	Closed	-$6.11M	–	2148
2014 Q1	$6.11M	Sell	30,528 -134,900	-82%	-$26.5M	﹤0.01%	1395
2013 Q4	$35.9M	Sell	165,428 -5,295	-3%	-$1.06M	0.01%	830
2013 Q3	$31.2M	Sell	170,723 -3,800	-2%	-$675K	0.01%	850
2013 Q2	$28.6M	Buy	+174,523	New	+$27.6M	0.01%	861

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

Wellington Management Group's AMG Position: Q2 2026 in Review

Wellington Management Group reduced its Affiliated Managers Group (AMG) stake by 1.7% in Q2 2026, selling an estimated $108K and leaving 20,256 shares worth $6.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Wellington Management Group first reported a position in AMG in Q2 2013 and has held it in 40 quarters since. The position peaked at $35.9M in Q4 2013. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Wellington Management Group held 20,256 shares of Affiliated Managers Group worth $6.85M as of Q2 2026.
Wellington Management Group sold 347 Affiliated Managers Group shares in Q2 2026, an estimated $108K.
Affiliated Managers Group made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1394 holding.
Wellington Management Group first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 40 quarters since.
Wellington Management Group's Affiliated Managers Group position peaked at $35.9M in Q4 2013.
566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.