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Avantax Planning Partners’s Ameriprise Financial AMP Stock Holding History

Avantax Planning Partners’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 		$232K Hold
506
– – 0.01% 415
2026
Q1 		$225K Hold
506
– – 0.01% 395
2025
Q4 		$248K Sell
506
-8
-2% -$3.8K 0.01% 381
2025
Q3 		$253K Buy
514
+17
+3% +$8.71K 0.01% 384
2025
Q2 		$265K Sell
497
-6
-1% -$2.96K 0.01% 376
2025
Q1 		$244K Sell
503
-10
-2% -$5.25K 0.01% 373
2024
Q4 		$273K Sell
513
-3
-0.6% -$1.6K 0.01% 350
2024
Q3 		$242K Sell
516
-3
-0.6% -$1.3K 0.01% 377
2024
Q2 		$222K Sell
519
-35
-6% -$15K 0.01% 421
2024
Q1 		$243K Sell
554
-105
-16% -$42K 0.01% 406
2023
Q4 		$250K Sell
659
-1
-0.2% -$343 0.01% 321
2023
Q3 		$218K Buy
660
+1
+0.2% +$341 0.01% 334
2023
Q2 		$219K Hold
659
– – 0.01% 342
2023
Q1 		$202K Hold
659
– – 0.01% 358
2022
Q4 		$205K Buy
+659
New +$201K 0.01% 351
2018
Q4 		– Sell
-136
Closed -$20K – 322
2018
Q3 		$20K Buy
+136
New +$19.5K ﹤0.01% 696
2018
Q2 		– Sell
-176
Closed -$25K – 297
2018
Q1 		$25K Buy
+176
New +$28.7K ﹤0.01% 692

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

Avantax Planning Partners's AMP Position: Q2 2026 in Review

Avantax Planning Partners held its Ameriprise Financial (AMP) position steady in Q2 2026 at 506 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #415.

Avantax Planning Partners first reported a position in AMP in Q1 2018 and has held it in 17 quarters since. The position peaked at $273K in Q4 2024. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Avantax Planning Partners held 506 shares of Ameriprise Financial worth $232K as of Q2 2026.
  • Avantax Planning Partners left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #415 holding.
  • Avantax Planning Partners first reported a position in Ameriprise Financial in Q1 2018 and has held it in 17 quarters since.
  • Avantax Planning Partners's Ameriprise Financial position peaked at $273K in Q4 2024.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.