Activest Wealth Management’s Ameriprise Financial AMP Stock Holding History

Activest 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	$37.2K	Sell	81 -20	-20%	-$9.17K	0.01%	322
2026 Q1	$44.9K	Buy	101 +22	+28%	+$10.6K	0.01%	356
2025 Q4	$38.7K	Buy	79 +70	+778%	+$33.2K	0.01%	365
2025 Q3	$4.42K	Sell	9 -2	-18%	-$1.02K	﹤0.01%	663
2025 Q2	$5.87K	Buy	11 +6	+120%	+$2.96K	﹤0.01%	525
2025 Q1	$2.42K	Buy	+5	New	+$2.62K	﹤0.01%	624
2023 Q1	–	Sell	-25	Closed	-$7.78K	–	324
2022 Q4	$7.78K	Hold	25	–	–	﹤0.01%	325
2022 Q3	$6K	Buy	25 +11	+79%	+$2.89K	﹤0.01%	334
2022 Q2	$3K	Buy	+14	New	+$3.75K	﹤0.01%	285

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Activest Wealth Management reduced its Ameriprise Financial (AMP) stake by 20% in Q2 2026, selling an estimated $9.17K and leaving 81 shares worth $37.2K. The position accounts for 0.01% of the portfolio, ranked #322.

Activest Wealth Management first reported a position in AMP in Q2 2022 and has held it in 9 quarters since. The position peaked at $44.9K in Q1 2026. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Activest Wealth Management held 81 shares of Ameriprise Financial worth $37.2K as of Q2 2026.
Activest Wealth Management sold 20 Ameriprise Financial shares in Q2 2026, an estimated $9.17K.
Ameriprise Financial made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #322 holding.
Activest Wealth Management first reported a position in Ameriprise Financial in Q2 2022 and has held it in 9 quarters since.
Activest Wealth Management's Ameriprise Financial position peaked at $44.9K in Q1 2026.
1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

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