AWM
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Abound Wealth Management’s Ameriprise Financial AMP Stock Holding History

Abound Wealth Management’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 		$33.1K Sell
72
-9
-11% -$4.13K 0.01% 288
2026
Q1 		$36.1K Buy
81
+2
+3% +$964 0.01% 296
2025
Q4 		$38.8K Hold
79
– – 0.01% 265
2025
Q3 		$38.9K Hold
79
– – 0.01% 245
2025
Q2 		$42.3K Hold
79
– – 0.01% 222
2025
Q1 		$38.3K Sell
79
-4
-5% -$2.1K 0.01% 215
2024
Q4 		$44.3K Hold
83
– – 0.01% 194
2024
Q3 		$39.1K Hold
83
– – 0.01% 209
2024
Q2 		$35.5K Sell
83
-3
-3% -$1.28K 0.01% 189
2024
Q1 		$37.8K Buy
86
+1
+1% +$400 0.01% 174
2023
Q4 		$32.3K Sell
85
-2
-2% -$686 0.01% 194
2023
Q3 		$28.7K Buy
87
+64
+278% +$21.8K 0.01% 186
2023
Q2 		$7.66K Buy
23
+11
+92% +$3.38K ﹤0.01% 390
2023
Q1 		$3.69K Hold
12
– – ﹤0.01% 479
2022
Q4 		$3.75K Buy
12
+5
+71% +$1.52K ﹤0.01% 405
2022
Q3 		$1.77K Buy
+7
New +$1.84K ﹤0.01% 506

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

Abound Wealth Management's AMP Position: Q2 2026 in Review

Abound Wealth Management reduced its Ameriprise Financial (AMP) stake by 11% in Q2 2026, selling an estimated $4.13K and leaving 72 shares worth $33.1K. The position accounts for 0.01% of the portfolio, ranked #288.

Abound Wealth Management first reported a position in AMP in Q3 2022 and has held it in 16 quarters since. The position peaked at $44.3K in Q4 2024. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Abound Wealth Management held 72 shares of Ameriprise Financial worth $33.1K as of Q2 2026.
  • Abound Wealth Management sold 9 Ameriprise Financial shares in Q2 2026, an estimated $4.13K.
  • Ameriprise Financial made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #288 holding.
  • Abound Wealth Management first reported a position in Ameriprise Financial in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Ameriprise Financial position peaked at $44.3K in Q4 2024.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.