AFFILIATED MANAGERS GROUP

Ticker: AMG CUSIP: 008252108 Class: COM

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 123 Value ($000) $35 Avg Close $258.45 Range $230.09 - $299.69
Q3 2025
Shares 236 Value ($000) $56 Avg Close $220.39 Range $194.74 - $250.14
Q2 2025
Shares 281 Value ($000) $55 Avg Close $173.47 Range $139.20 - $199.47
Q1 2025
Shares 148 Value ($000) $25 Avg Close $174.30 Range $151.61 - $191.09
Q4 2024
Shares 111 Value ($000) $21 Avg Close $186.57 Range $173.54 - $199.47
Q3 2024
Shares 98 Value ($000) $17 Avg Close $169.81 Range $152.32 - $189.75
Q2 2024
Shares 400 Value ($000) $74 Avg Close $159.16 Range $147.08 - $169.59
Q1 2024
Shares 507 Value ($000) $79 Avg Close $155.40 Range $145.30 - $167.84
Q4 2023
Shares 483 Value ($000) $73 Avg Close $134.30 Range $120.16 - $156.31
Q3 2023
Shares 442 Value ($000) $58 Avg Close $139.81 Range $129.01 - $163.83
Q2 2023
Shares 426 Value ($000) $64 Avg Close $143.06 Range $135.39 - $151.92
Q1 2023
Shares 324 Value ($000) $46 Avg Close $157.88 Range $132.31 - $180.50
Q4 2022
Shares 304 Value ($000) $48 Avg Close $141.36 Range $108.04 - $163.24
Q3 2022
Shares 523 Value ($000) $58 Avg Close $125.39 Range $109.48 - $141.92