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Affiliated Managers shares owned by Evolve Private Wealth

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

Historical chart of Evolve Private Wealth investment in Affiliated Managers

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Affiliated Managers by Evolve Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.5M 4.4k 338.40
2026-03-31 $1.0M 3.7k 276.70

More positions owned by Evolve Private Wealth

Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Pimco Etf Tr Active Bd Etf (BOND)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr International Sl (ISCF)
Microsoft Corporation (MSFT)
Ishares Emng Mkts Eqt (EMGF)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Ishares Gold Tr Ishares New (IAU)
Broadcom (AVGO)
Micron Technology (MU)

View all positions for Evolve Private Wealth

Top funds holding Affiliated Managers

BlackRock
Morgan Stanley
Vanguard Portfolio Management
Vanguard Capital Management
Robeco Investment Management
Ariel Investments
State Street Corporation
Millennium Management
Hanna Zanoni
Dimensional Fund Advisors
Geode Capital Management
LSV Asset Management
Lyrical Asset Management
Allianz Asset Management
Bank of America Corporation

View all funds holding Affiliated Managers