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Ken Fisher’s AMG Holdings & Trades

First Buy
Q2 2013
Duration Held
51 Quarters
Largest Add
Q4 2024
+71,458 Shares
Current Position
243,830 Shares
$70.29 M Value

Ken Fisher's AMG Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 243,830 shares of Affiliated Managers Group, Inc. (AMG) worth $70.29 M, representing 0.02% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.

Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in AMG, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2024, adding 71,458 shares. Largest reduction occurred in Q4 2019, reducing 20,029 shares.

Analysis based on 13F filings available since 2013 Q2

Ken Fisher's Affiliated Managers Group (AMG) Holding Value Over Time

Track share changes against reported price movement

Quarterly Affiliated Managers Group (AMG) Trades by Ken Fisher

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +40,107 Add 19.69% 243,830 $288.28
Q3 2025 +35,349 Add 20.99% 203,723 $238.43
Q2 2025 -409 Reduce 0.24% 168,374 $196.77
Q1 2025 +12,573 Add 8.05% 168,783 $168.03
Q4 2024 +71,458 Add 84.31% 156,210 $184.92
Q3 2024 +13,472 Add 18.90% 84,752 $177.80
Q2 2024 +3,821 Add 5.66% 71,280 $156.23
Q1 2024 +4,539 Add 7.21% 67,459 $167.47
Q4 2023 -5,204 Reduce 7.64% 62,920 $151.42
Q3 2023 +2,578 Add 3.93% 68,124 $130.34
Q2 2023 +26,043 Add 65.93% 65,546 $149.89
Q1 2023 +8,114 Add 25.85% 39,503 $142.42
Q4 2022 +23,089 Add 278.18% 31,389 $158.43
Q3 2022 +189 Add 2.33% 8,300 $111.81
Q2 2022 +2,405 Add 42.15% 8,111 $116.63
Q1 2022 +29 Add 0.51% 5,706 $140.90
Q4 2021 -888 Reduce 13.53% 5,677 $164.52
Q3 2021 +8 Add 0.12% 6,565 $151.10
Q2 2021 -232 Reduce 3.42% 6,557 $154.19
Q1 2021 +73 Add 1.09% 6,789 $149.06
Q4 2020 -213 Reduce 3.07% 6,716 $101.70
Q3 2020 +671 Add 10.72% 6,929 $68.41
Q2 2020 +707 Add 12.74% 6,258 $74.62
Q1 2020 -78 Reduce 1.39% 5,551 $59.09
Q4 2019 -20,029 Reduce 78.06% 5,629 $84.74
Q2 2019 +84 Add 0.33% 25,658 $92.14
Q1 2019 +58 Add 0.23% 25,574 $107.10
Q4 2018 -10 Reduce 0.04% 25,516 $97.43
Q3 2018 -10 Reduce 0.04% 25,526 $136.72
Q1 2018 -830 Reduce 3.15% 25,536 $189.58
Q4 2017 -538 Reduce 2.00% 26,366 $205.26
Q3 2017 -544 Reduce 1.98% 26,904 $189.82
Q2 2017 +150 Add 0.55% 27,448 $165.88
Q1 2017 -3,100 Reduce 10.20% 27,298 $163.93
Q4 2016 -3,540 Reduce 10.43% 30,398 $145.31
Q3 2016 -5,244 Reduce 13.38% 33,938 $144.71
Q2 2016 +341 Add 0.88% 39,182 $139.96
Q1 2016 +34,392 Add 773.03% 38,841 $170.00
Q4 2015 +151 Add 3.51% 4,449 $159.81
Q3 2015 -7,772 Reduce 64.39% 4,298 $171.01
Q2 2015 -20 Reduce 0.17% 12,070 $218.64
Q1 2015 -90 Reduce 0.74% 12,090 $214.81
Q4 2014 -700 Reduce 5.43% 12,180 $212.23
Q3 2014 +5,710 Add 79.64% 12,880 $200.39
Q1 2014 -1,031 Reduce 12.57% 7,170 $200.00
Q4 2013 +26 Add 0.32% 8,201 $216.92
Q3 2013 -12,700 Reduce 60.84% 8,175 $182.63
Q2 2013 +20,875 Add 0.00% 20,875 $163.93

Ken Fisher's Affiliated Managers Group Investment FAQs

Ken Fisher first purchased Affiliated Managers Group, Inc. (AMG) in Q2 2013, acquiring 20,875 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher has held Affiliated Managers Group, Inc. (AMG) for 51 quarters since Q2 2013.

Ken Fisher's largest addition to Affiliated Managers Group, Inc. (AMG) was in Q4 2024, adding 156,210 shares worth $28.89 M.

According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 243,830 shares of Affiliated Managers Group, Inc. (AMG), valued at approximately $70.29 M.

As of the Q4 2025 filing, Affiliated Managers Group, Inc. (AMG) represents approximately 0.02% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.

Ken Fisher's peak holding in Affiliated Managers Group, Inc. (AMG) was 243,830 shares, as reported at the end of Q4 2025.