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Baker Tilly Wealth Management’s Ameriprise Financial AMP Stock Holding History

Baker Tilly 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 		$551K Sell
1,202
-13
-1% -$5.96K 0.12% 154
2026
Q1 		$540K Sell
1,215
-16
-1% -$7.71K 0.13% 148
2025
Q4 		$604K Buy
1,231
+195
+19% +$92.5K 0.15% 140
2025
Q3 		$509K Buy
1,036
+533
+106% +$273K 0.11% 146
2025
Q2 		$269K Buy
503
+2
+0.4% +$988 0.1% 198
2025
Q1 		$243K Buy
501
+4
+0.8% +$2.1K 0.1% 210
2024
Q4 		$265K Sell
497
-16
-3% -$8.54K 0.1% 199
2024
Q3 		$241K Sell
513
-316
-38% -$137K 0.11% 209
2024
Q2 		$354K Sell
829
-613
-43% -$262K 0.14% 169
2024
Q1 		$632K Sell
1,442
-28
-2% -$11.2K 0.11% 197
2023
Q4 		$558K Sell
1,470
-177
-11% -$60.7K 0.09% 256
2023
Q3 		$543K Sell
1,647
-2,587
-61% -$883K 0.09% 236
2023
Q2 		$1.41M Sell
4,234
-236
-5% -$72.5K 0.15% 153
2023
Q1 		$1.37M Buy
4,470
+1,920
+75% +$629K 0.15% 143
2022
Q4 		$794K Sell
2,550
-24
-0.9% -$7.32K 0.1% 229
2022
Q3 		$649K Sell
2,574
-84
-3% -$22.1K 0.09% 240
2022
Q2 		$632K Buy
2,658
+17
+0.6% +$4.55K 0.08% 250
2022
Q1 		$793K Sell
2,641
-182
-6% -$55.1K 0.09% 231
2021
Q4 		$852K Buy
2,823
+92
+3% +$27.2K 0.09% 237
2021
Q3 		$721K Buy
2,731
+201
+8% +$52.6K 0.1% 234
2021
Q2 		$630K Buy
2,530
+161
+7% +$40.6K 0.1% 224
2021
Q1 		$551K Buy
+2,369
New +$512K 0.11% 220

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

Baker Tilly Wealth Management's AMP Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Ameriprise Financial (AMP) stake by 1.1% in Q2 2026, selling an estimated $5.96K and leaving 1,202 shares worth $551K. The position accounts for 0.12% of the portfolio, ranked #154.

Baker Tilly Wealth Management first reported a position in AMP in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.41M in Q2 2023. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Baker Tilly Wealth Management held 1,202 shares of Ameriprise Financial worth $551K as of Q2 2026.
  • Baker Tilly Wealth Management sold 13 Ameriprise Financial shares in Q2 2026, an estimated $5.96K.
  • Ameriprise Financial made up 0.12% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Baker Tilly Wealth Management first reported a position in Ameriprise Financial in Q1 2021 and has held it in 22 quarters since.
  • Baker Tilly Wealth Management's Ameriprise Financial position peaked at $1.41M in Q2 2023.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.