AWA
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Aaron Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Aaron Wealth Advisors’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
Q2 		$285K Sell
621
-633
-50% -$290K 0.01% 591
2026
Q1 		$557K Sell
1,254
-292
-19% -$141K 0.03% 368
2025
Q4 		$758K Buy
1,546
+358
+30% +$170K 0.04% 315
2025
Q3 		$584K Buy
1,188
+234
+25% +$120K 0.03% 367
2025
Q2 		$509K Buy
954
+50
+6% +$24.7K 0.05% 228
2025
Q1 		$438K Buy
904
+12
+1% +$6.29K 0.05% 248
2024
Q4 		$475K Buy
892
+73
+9% +$39K 0.06% 212
2024
Q3 		$385K Buy
819
+89
+12% +$38.6K 0.05% 239
2024
Q2 		$312K Buy
730
+37
+5% +$15.8K 0.04% 233
2024
Q1 		$304K Buy
693
+56
+9% +$22.4K 0.04% 222
2023
Q4 		$242K Buy
+637
New +$218K 0.04% 213
2023
Q3 		– Sell
-746
Closed -$248K – 260
2023
Q2 		$248K Buy
746
+84
+13% +$25.8K 0.03% 226
2023
Q1 		$203K Buy
+662
New +$217K 0.03% 244
2022
Q2 		– Sell
-314
Closed -$94.3K – 223
2022
Q1 		$94.3K Buy
+314
New +$95K 0.02% 281

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Aaron Wealth Advisors's AMP Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Ameriprise Financial (AMP) stake by 50% in Q2 2026, selling an estimated $290K and leaving 621 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #591.

Aaron Wealth Advisors first reported a position in AMP in Q1 2022 and has held it in 14 quarters since. The position peaked at $758K in Q4 2025. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Aaron Wealth Advisors held 621 shares of Ameriprise Financial worth $285K as of Q2 2026.
  • Aaron Wealth Advisors sold 633 Ameriprise Financial shares in Q2 2026, an estimated $290K.
  • Ameriprise Financial made up 0.01% of Aaron Wealth Advisors's portfolio in Q2 2026, its #591 holding.
  • Aaron Wealth Advisors first reported a position in Ameriprise Financial in Q1 2022 and has held it in 14 quarters since.
  • Aaron Wealth Advisors's Ameriprise Financial position peaked at $758K in Q4 2025.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.