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1776 Wealth’s Ameriprise Financial AMP Stock Holding History

1776 Wealth’s Portfolio AMP Stock Details AMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$206K Hold
463
– – 0.08% 142
2025
Q4 		$227K Sell
463
-39
-8% -$18.5K 0.09% 135
2025
Q3 		$247K Sell
502
-808
-62% -$414K 0.1% 128
2025
Q2 		$699K Sell
1,310
-54
-4% -$26.7K 0.29% 64
2025
Q1 		$660K Sell
1,364
-32
-2% -$16.8K 0.3% 64
2024
Q4 		$743K Hold
1,396
– – 0.34% 54
2024
Q3 		$656K Sell
1,396
-114
-8% -$49.5K 0.29% 66
2024
Q2 		$645K Sell
1,510
-6
-0.4% -$2.56K 0.29% 66
2024
Q1 		$665K Sell
1,516
-17
-1% -$6.81K 0.31% 59
2023
Q4 		$582K Buy
1,533
+61
+4% +$20.9K 0.29% 67
2023
Q3 		$485K Sell
1,472
-61
-4% -$20.8K 0.26% 70
2023
Q2 		$509K Sell
1,533
-436
-22% -$134K 0.27% 73
2023
Q1 		$603K Buy
1,969
+7
+0.4% +$2.29K 0.36% 49
2022
Q4 		$611K Buy
1,962
+51
+3% +$15.6K 0.44% 44
2022
Q3 		$481K Hold
1,911
– – 0.37% 50
2022
Q2 		$454K Sell
1,911
-61
-3% -$16.3K 0.32% 64
2022
Q1 		$592K Sell
1,972
-36
-2% -$10.9K 0.34% 55
2021
Q4 		$606K Buy
2,008
+48
+2% +$14.2K 0.33% 56
2021
Q3 		$519K Buy
1,960
+19
+1% +$4.97K 0.3% 59
2021
Q2 		$482K Hold
1,941
– – 0.27% 58
2021
Q1 		$437K Sell
1,941
-48
-2% -$10.4K 0.28% 58
2020
Q4 		$387K Buy
1,989
+24
+1% +$4.3K 0.24% 69
2020
Q3 		$302K Buy
1,965
+30
+2% +$4.62K 0.22% 71
2020
Q2 		$290K Sell
1,935
-935
-33% -$120K 0.2% 76
2020
Q1 		$385K Buy
2,870
+1,632
+132% +$242K 0.16% 97
2019
Q4 		$218K Buy
+1,238
New +$192K 0.19% 93

Other funds holding AMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

1776 Wealth's AMP Position: Q1 2026 in Review

1776 Wealth held its Ameriprise Financial (AMP) position steady in Q1 2026 at 463 shares worth $206K. The position accounts for 0.08% of the portfolio, ranked #142.

1776 Wealth first reported a position in AMP in Q4 2019 and has held it in 26 quarters since. The position peaked at $743K in Q4 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • 1776 Wealth held 463 shares of Ameriprise Financial worth $206K as of Q1 2026.
  • 1776 Wealth left its Ameriprise Financial share count unchanged in Q1 2026.
  • Ameriprise Financial made up 0.08% of 1776 Wealth's portfolio in Q1 2026, its #142 holding.
  • 1776 Wealth first reported a position in Ameriprise Financial in Q4 2019 and has held it in 26 quarters since.
  • 1776 Wealth's Ameriprise Financial position peaked at $743K in Q4 2024.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.