BlueStem Wealth Partners’s Ameriprise Financial AMP Stock Holding History

BlueStem Wealth 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 Q1	$2.44M	Sell	5,496 -96	-2%	-$46.3K	0.27%	44
2025 Q4	$2.74M	Sell	5,592 -53	-0.9%	-$25.2K	0.3%	40
2025 Q3	$2.77M	Sell	5,645 -117	-2%	-$60K	0.32%	36
2025 Q2	$3.08M	Sell	5,762 -18	-0.3%	-$8.89K	0.38%	33
2025 Q1	$2.8M	Buy	5,780 +14	+0.2%	+$7.34K	0.38%	33
2024 Q4	$3.07M	Buy	+5,766	New	+$3.08M	0.4%	26

Other funds holding AMP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlueStem Wealth Partners's AMP Position: Q1 2026 in Review

BlueStem Wealth Partners reduced its Ameriprise Financial (AMP) stake by 1.7% in Q1 2026, selling an estimated $46.3K and leaving 5,496 shares worth $2.44M. The position accounts for 0.27% of the portfolio, ranked #44.

BlueStem Wealth Partners first reported a position in AMP in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.08M in Q2 2025. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

BlueStem Wealth Partners held 5,496 shares of Ameriprise Financial worth $2.44M as of Q1 2026.
BlueStem Wealth Partners sold 96 Ameriprise Financial shares in Q1 2026, an estimated $46.3K.
Ameriprise Financial made up 0.27% of BlueStem Wealth Partners's portfolio in Q1 2026, its #44 holding.
BlueStem Wealth Partners first reported a position in Ameriprise Financial in Q4 2024 and has held it in 6 quarters since.
BlueStem Wealth Partners's Ameriprise Financial position peaked at $3.08M in Q2 2025.
1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.