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Affiliated Managers shares owned by Delap Wealth Advisory

Quarter-by-quarter ownership of Affiliated Managers (AMG) shares owned by Delap Wealth Advisory from 13F filings

Historical chart of Delap Wealth Advisory investment in Affiliated Managers

Tip: Access up to 7 years of quarterly data

All positions including Affiliated Managers held by Delap Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Affiliated Managers by Delap Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $26M 89k 288.28

More positions owned by Delap Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Affiliated Managers (AMG)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPTM)
Apple (AAPL)
Ea Series Trust Ea Bridgeway Omn (BSVO)

View all positions for Delap Wealth Advisory

Top funds holding Affiliated Managers

BlackRock
Vanguard Group
Ariel Investments
Robeco Investment Management
Millennium Management
State Street Corporation
Clarkston Capital Partners
Dimensional Fund Advisors
Hanna Zanoni
Citadel Advisors
Lyrical Asset Management
Geode Capital Management
LSV Asset Management
Allianz Asset Management
Norges Bank Investment Management

View all funds holding Affiliated Managers